Cerity Partners’s Upwork UPWK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$910K	Sell	67,705 -644	-0.9%	-$8.66K	﹤0.01%	1559
2025 Q1	$892K	Buy	68,349 +5,068	+8%	+$66.1K	﹤0.01%	1477
2024 Q4	$1.03M	Sell	63,281 -60,011	-49%	-$978K	﹤0.01%	1394
2024 Q3	$1.29M	Buy	+123,292	New	+$1.29M	﹤0.01%	1290