Pathstone Family Office’s Avalara, Inc. AVLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-47,438	Closed	-$4.36M	–	1603
2022 Q3	$4.36M	Buy	47,438 +43,702	+1,170%	+$4.02M	0.04%	259
2022 Q2	$264K	Buy	+3,736	New	+$264K	0.01%	852
2021 Q1	–	Sell	-355	Closed	-$59K	–	1419
2020 Q4	$59K	Buy	+355	New	+$59K	﹤0.01%	480