Carolina Wealth Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25	Closed	-$1.15K	–	309
2025 Q1	$1.15K	Hold	25	–	–	﹤0.01%	245
2024 Q4	$1.54K	Buy	+25	New	+$1.54K	﹤0.01%	248