Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$295K Sell
26,907
-885,933
-97% -$13.9M ﹤0.01% 3479
2025
Q4
$18.1M Sell
912,840
-15,206
-2% -$279K 0.01% 1301
2025
Q3
$17.2M Buy
928,046
+578,903
+166% +$8.62M 0.01% 1309
2025
Q2
$4.69M Buy
349,143
+174,710
+100% +$2.51M ﹤0.01% 2185
2025
Q1
$2.28M Sell
174,433
-86,797
-33% -$1.32M ﹤0.01% 2533
2024
Q4
$4.27M Sell
261,230
-256,515
-50% -$3.69M ﹤0.01% 2301
2024
Q3
$5.41M Buy
517,745
+183,530
+55% +$1.91M ﹤0.01% 2027
2024
Q2
$3.59M Sell
334,215
-72,472
-18% -$822K ﹤0.01% 1742
2024
Q1
$4.99M Buy
406,687
+1,827
+0.5% +$24.9K ﹤0.01% 1851
2023
Q4
$6.02M Buy
404,860
+327,131
+421% +$4.22M ﹤0.01% 1935
2023
Q3
$883K Buy
77,729
+2,623
+3% +$32.6K ﹤0.01% 2419
2023
Q2
$701K Sell
75,106
-29,331
-28% -$266K ﹤0.01% 2544
2023
Q1
$1.18M Buy
104,437
+24,442
+31% +$291K ﹤0.01% 2603
2022
Q4
$835K Sell
79,995
-1,304
-2% -$16.1K ﹤0.01% 2955
2022
Q3
$1.11M Sell
81,299
-2,275
-3% -$42.8K ﹤0.01% 2159
2022
Q2
$1.73M Sell
83,574
-21,096
-20% -$415K ﹤0.01% 1957
2022
Q1
$2.43M Sell
104,670
-128,885
-55% -$3.23M ﹤0.01% 1722
2021
Q4
$7.98M Buy
233,555
+180,299
+339% +$7.97M ﹤0.01% 1402
2021
Q3
$2.4M Buy
53,256
+3,488
+7% +$170K ﹤0.01% 2190
2021
Q2
$2.9M Sell
49,768
-44,648
-47% -$2.1M ﹤0.01% 1935
2021
Q1
$4.23M Buy
94,416
+63,732
+208% +$2.94M ﹤0.01% 1656
2020
Q4
$1.06M Sell
30,684
-12,018
-28% -$344K ﹤0.01% 2717
2020
Q3
$744K Sell
42,702
-8,341
-16% -$125K ﹤0.01% 2934
2020
Q2
$736K Buy
51,043
+31,378
+160% +$329K ﹤0.01% 3022
2020
Q1
$127K Sell
19,665
-96,232
-83% -$826K ﹤0.01% 4628
2019
Q4
$1.24M Buy
115,897
+81,876
+241% +$1.03M ﹤0.01% 3485
2019
Q3
$452K Sell
34,021
-2,814
-8% -$42.9K ﹤0.01% 4323
2019
Q2
$592K Sell
36,835
-72,633
-66% -$1.25M ﹤0.01% 4172
2019
Q1
$2.1M Buy
109,468
+104,336
+2,033% +$2.14M ﹤0.01% 2520
2018
Q4
$93K Buy
+5,132
New +$95.4K ﹤0.01% 5087

Other funds holding UPWK