Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-51,680
Closed -$1.02M 1989
2025
Q4
$1.02M Buy
51,680
+1,354
+3% +$24.8K 0.06% 433
2025
Q3
$935K Buy
50,326
+24,413
+94% +$364K 0.06% 456
2025
Q2
$348K Buy
25,913
+20,418
+372% +$293K 0.03% 800
2025
Q1
$71.7K Sell
5,495
-2,866
-34% -$43.7K 0.01% 1425
2024
Q4
$137K Sell
8,361
-20
-0.2% -$288 0.02% 1005
2024
Q3
$87.6K Sell
8,381
-14,929
-64% -$156K 0.01% 1310
2024
Q2
$251K Buy
23,310
+9,550
+69% +$108K 0.03% 685
2024
Q1
$169K Buy
13,760
+13,379
+3,512% +$182K 0.03% 693
2023
Q4
$5.67K Buy
+381
New +$4.91K ﹤0.01% 1005

Other funds holding UPWK