AFT Forsyth & Company’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,870	Closed	-$422K	–	150
2022 Q1	$422K	Sell	3,870 -1,300	-25%	-$142K	0.27%	100
2021 Q4	$782K	Buy	5,170 +770	+18%	+$116K	0.4%	76
2021 Q3	$1.39M	Buy	+4,400	New	+$1.39M	0.75%	39