Cape Investment Advisory’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-104	Closed	-$4.25K	–	1169
2023 Q4	$4.25K	Buy	104 +64	+160%	+$2.62K	﹤0.01%	805
2023 Q3	$1.14K	Hold	40	–	–	﹤0.01%	832
2023 Q2	$1.43K	Hold	40	–	–	﹤0.01%	801
2023 Q1	$636	Buy	+40	New	+$636	﹤0.01%	899