Atria Investments’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Sell	3,219 -1,458	-31%	-$94.3K	﹤0.01%	1908
2025 Q1	$215K	Buy	4,677 +455	+11%	+$20.9K	﹤0.01%	1793
2024 Q4	$260K	Buy	+4,222	New	+$260K	﹤0.01%	1665