Belpointe Asset Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-759	Closed	-$3.05K	–	3236
2023 Q1	$3.05K	Buy	759 +355	+88%	+$1.42K	﹤0.01%	3192
2022 Q4	$2.88K	Buy	+404	New	+$2.88K	﹤0.01%	3137
2021 Q4	–	Sell	-647	Closed	-$205K	–	1254
2021 Q3	$205K	Buy	+647	New	+$205K	0.01%	849