Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.12M Buy
101,850
+16,753
+20% +$264K ﹤0.01% 3053
2025
Q4
$1.69M Buy
85,097
+2,765
+3% +$50.7K ﹤0.01% 2775
2025
Q3
$1.53M Sell
82,332
-3,741
-4% -$55.7K ﹤0.01% 2886
2025
Q2
$1.16M Sell
86,073
-25,767
-23% -$370K ﹤0.01% 3085
2025
Q1
$1.46M Sell
111,840
-134,625
-55% -$2.05M ﹤0.01% 2986
2024
Q4
$4.03M Buy
246,465
+93,301
+61% +$1.34M ﹤0.01% 2178
2024
Q3
$1.6M Buy
153,164
+55,422
+57% +$578K ﹤0.01% 2864
2024
Q2
$1.05M Sell
97,742
-28,578
-23% -$324K ﹤0.01% 2878
2024
Q1
$1.55M Sell
126,320
-49,576
-28% -$674K ﹤0.01% 2652
2023
Q4
$2.62M Sell
175,896
-6,707
-4% -$86.5K ﹤0.01% 2021
2023
Q3
$2.07M Buy
182,603
+67,308
+58% +$835K ﹤0.01% 1953
2023
Q2
$1.08M Sell
115,295
-4,063
-3% -$36.8K ﹤0.01% 2796
2023
Q1
$1.35M Sell
119,358
-67,438
-36% -$803K ﹤0.01% 2325
2022
Q4
$1.95M Sell
186,796
-61,104
-25% -$754K ﹤0.01% 2062
2022
Q3
$3.38M Sell
247,900
-52,587
-18% -$989K ﹤0.01% 1781
2022
Q2
$6.21M Sell
300,487
-13,957
-4% -$274K 0.01% 1410
2022
Q1
$7.31M Sell
314,444
-12,991
-4% -$325K 0.01% 1461
2021
Q4
$11.2M Sell
327,435
-151,419
-32% -$6.69M 0.01% 1333
2021
Q3
$21.6M Buy
478,854
+438,304
+1,081% +$21.4M 0.02% 948
2021
Q2
$2.36M Sell
40,550
-554
-1% -$26K ﹤0.01% 2541
2021
Q1
$1.84M Buy
41,104
+12,312
+43% +$568K ﹤0.01% 2547
2020
Q4
$994K Buy
28,792
+14,868
+107% +$425K ﹤0.01% 3546
2020
Q3
$242K Sell
13,924
-12,612
-48% -$189K ﹤0.01% 4478
2020
Q2
$383K Sell
26,536
-52,056
-66% -$546K ﹤0.01% 4504
2020
Q1
$507K Buy
78,592
+7,200
+10% +$61.8K ﹤0.01% 3860
2019
Q4
$762K Buy
71,392
+67,148
+1,582% +$846K ﹤0.01% 4037
2019
Q3
$56K Sell
4,244
-17,536
-81% -$267K ﹤0.01% 6059
2019
Q2
$350K Buy
21,780
+18,422
+549% +$317K ﹤0.01% 4787
2019
Q1
$64K Buy
3,358
+39
+1% +$799 ﹤0.01% 6139
2018
Q4
$60K Buy
+3,319
New +$61.7K ﹤0.01% 6091

Other funds holding UPWK