Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.33M Sell
486,122
-149,739
-24% -$2.36M ﹤0.01% 2388
2025
Q4
$12.6M Buy
635,861
+347,444
+120% +$6.37M ﹤0.01% 1730
2025
Q3
$5.36M Buy
288,417
+9,421
+3% +$140K ﹤0.01% 2400
2025
Q2
$3.75M Buy
278,996
+5,896
+2% +$84.6K ﹤0.01% 2571
2025
Q1
$3.56M Buy
273,100
+40,972
+18% +$624K ﹤0.01% 2550
2024
Q4
$3.8M Buy
232,128
+184,289
+385% +$2.65M ﹤0.01% 2554
2024
Q3
$500K Sell
47,839
-2,173
-4% -$22.7K ﹤0.01% 3472
2024
Q2
$538K Sell
50,012
-21,356
-30% -$242K ﹤0.01% 3392
2024
Q1
$875K Buy
71,368
+6,697
+10% +$91.1K ﹤0.01% 3222
2023
Q4
$962K Sell
64,671
-2,838
-4% -$36.6K ﹤0.01% 3204
2023
Q3
$767K Sell
67,509
-3,635
-5% -$45.1K ﹤0.01% 3253
2023
Q2
$664K Sell
71,144
-5,087
-7% -$46.1K ﹤0.01% 3336
2023
Q1
$863K Buy
76,231
+36,977
+94% +$440K ﹤0.01% 3223
2022
Q4
$411K Buy
39,254
+3,471
+10% +$42.8K ﹤0.01% 3478
2022
Q3
$487K Sell
35,783
-142,122
-80% -$2.67M ﹤0.01% 3402
2022
Q2
$3.67M Buy
177,905
+151,273
+568% +$2.97M ﹤0.01% 2496
2022
Q1
$619K Buy
+26,632
New +$666K ﹤0.01% 3403
2021
Q4
Sell
-4,890
Closed -$220K 4049
2021
Q3
$220K Buy
4,890
+389
+9% +$19K ﹤0.01% 3685
2021
Q2
$263K Sell
4,501
-45,809
-91% -$2.15M ﹤0.01% 3690
2021
Q1
$2.25M Buy
50,310
+38,184
+315% +$1.76M ﹤0.01% 2810
2020
Q4
$419K Sell
12,126
-83,843
-87% -$2.4M ﹤0.01% 3404
2020
Q3
$1.67M Buy
+95,969
New +$1.44M ﹤0.01% 2757

Other funds holding UPWK