Brown, Lisle/Cummings’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-90	Closed	-$3.6K	–	663
2024 Q3	$3.6K	Hold	90	–	–	﹤0.01%	538
2024 Q2	$2.12K	Buy	+90	New	+$2.12K	﹤0.01%	566