Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$740K Buy
67,552
+17,734
+36% +$279K ﹤0.01% 1392
2025
Q4
$987K Buy
49,818
+1,922
+4% +$35.2K ﹤0.01% 1273
2025
Q3
$833K Sell
47,896
-6,948
-13% -$103K ﹤0.01% 1200
2025
Q2
$738K Sell
54,844
-38,237
-41% -$549K ﹤0.01% 1263
2025
Q1
$1.17M Sell
93,081
-170
-0.2% -$2.59K ﹤0.01% 1293
2024
Q4
$1.5M Buy
93,251
+25,464
+38% +$367K ﹤0.01% 1292
2024
Q3
$705K Sell
67,787
-767
-1% -$8K ﹤0.01% 1357
2024
Q2
$756K Sell
68,554
-21,238
-24% -$241K ﹤0.01% 1267
2024
Q1
$1.01M Buy
89,792
+24,577
+38% +$334K ﹤0.01% 1283
2023
Q4
$993K Sell
65,215
-21,127
-24% -$272K ﹤0.01% 1332
2023
Q3
$960K Buy
86,342
+31,671
+58% +$393K ﹤0.01% 1314
2023
Q2
$499K Buy
54,671
+42,300
+342% +$383K ﹤0.01% 1389
2023
Q1
$126K Hold
12,371
﹤0.01% 1690
2022
Q4
$152K Sell
12,371
-4,068
-25% -$50.2K ﹤0.01% 1549
2022
Q3
$244K Buy
16,439
+13,585
+476% +$255K ﹤0.01% 1435
2022
Q2
$58K Buy
2,854
+2,796
+4,821% +$55K ﹤0.01% 1528
2022
Q1
$1K Sell
58
-4,894
-99% -$122K ﹤0.01% 1639
2021
Q4
$141K Hold
4,952
﹤0.01% 1529
2021
Q3
$223K Hold
4,952
﹤0.01% 1428
2021
Q2
$289K Buy
+4,952
New +$233K ﹤0.01% 1320

Other funds holding UPWK