Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-104,824
Closed -$1.41M 1981
2025
Q2
$1.41M Buy
104,824
+84,256
+410% +$1.21M 0.09% 471
2025
Q1
$268K Buy
+20,568
New +$313K 0.02% 1140
2024
Q3
Sell
-86,827
Closed -$933K 2644
2024
Q2
$933K Buy
+86,827
New +$985K 0.05% 819
2024
Q1
Sell
-27,931
Closed -$415K 2330
2023
Q4
$415K Sell
27,931
-50,873
-65% -$656K 0.03% 1045
2023
Q3
$895K Buy
78,804
+50,952
+183% +$632K 0.04% 694
2023
Q2
$260K Buy
+27,852
New +$252K 0.01% 1193
2020
Q2
Sell
-11,302
Closed -$73K 844
2020
Q1
$73K Buy
+11,302
New +$97K 0.01% 520

Other funds holding UPWK