Coldstream Capital Management’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	-1,841	Closed	-$84.7K	–	3235
2025 Q1	$84.7K	Buy	+1,841	New	+$84.7K	﹤0.01%	1437
2022 Q2	–	Sell	-3,052	Closed	-$333K	–	851
2022 Q1	$333K	Buy	3,052 +875	+40%	+$95.5K	0.01%	528
2021 Q4	$329K	Buy	+2,177	New	+$329K	0.01%	578