Arcadia Investment Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-65	Closed	-$2.6K	–	323
2024 Q3	$2.6K	Sell	65 -50	-43%	-$1.66K	﹤0.01%	240
2024 Q2	$2.71K	Sell	115 -6,400	-98%	-$154K	﹤0.01%	295
2024 Q1	$175K	Hold	6,515	–	–	0.03%	129
2023 Q4	$266K	Hold	6,515	–	–	0.05%	114
2023 Q3	$186K	Buy	6,515 +25	+0.4%	+$1K	0.04%	126
2023 Q2	$232K	Sell	6,490 -4,000	-38%	-$92K	0.05%	121
2023 Q1	$167K	Hold	10,490	–	–	0.04%	144
2022 Q4	$139K	Buy	10,490 +6,963	+197%	+$135K	0.03%	154
2022 Q3	$73K	Sell	3,527 -950	-21%	-$25.6K	0.02%	171
2022 Q2	$142K	Buy	4,477 +2,200	+97%	+$131K	0.03%	142
2022 Q1	$248K	Buy	2,277 +770	+51%	+$88.7K	0.05%	129
2021 Q4	$228K	Buy	+1,507	New	+$376K	0.04%	138