Belpointe Asset Management’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-500	Closed	-$12.3K	–	3234
2023 Q1	$12.3K	Hold	500	–	–	﹤0.01%	2594
2022 Q4	$11.3K	Buy	+500	New	+$10.7K	﹤0.01%	2554
2022 Q2	–	Sell	-8,100	Closed	-$204K	–	1271
2022 Q1	$204K	Sell	8,100 -96	-1%	-$3.47K	0.01%	903
2021 Q4	$394K	Hold	8,196	–	–	0.02%	604
2021 Q3	$460K	Buy	8,196 +23	+0.3%	+$1.35K	0.03%	536
2021 Q2	$434K	Sell	8,173 -800	-9%	-$46.5K	0.03%	543
2021 Q1	$517K	Buy	8,973 +50	+0.6%	+$2.62K	0.04%	429
2020 Q4	$342K	Buy	8,923 +23	+0.3%	+$781	0.03%	510
2020 Q3	$266K	Hold	8,900	–	–	0.03%	476
2020 Q2	$248K	Hold	8,900	–	–	0.03%	466
2020 Q1	$126K	Sell	8,900 -15,475	-63%	-$372K	0.02%	548
2019 Q4	$703K	Buy	24,375 +17,475	+253%	+$457K	0.09%	241
2019 Q3	$178K	Buy	+6,900	New	+$181K	0.03%	499