Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$48K Buy
3,926
+3,350
+582% +$45.6K 0.02% 694
2023
Q4
$8K Buy
+576
New +$7.43K ﹤0.01% 2541
2023
Q1
Sell
-5,339
Closed -$55K 4760
2022
Q4
$55K Buy
5,339
+4,180
+361% +$51.6K ﹤0.01% 1511
2022
Q3
$15K Buy
1,159
+535
+86% +$10.1K ﹤0.01% 2833
2022
Q2
$12K Sell
624
-2,244
-78% -$44.1K ﹤0.01% 3078
2022
Q1
$66K Sell
2,868
-400
-12% -$10K ﹤0.01% 2022
2021
Q4
$111K Sell
3,268
-1,264
-28% -$55.9K ﹤0.01% 1771
2021
Q3
$204K Sell
4,532
-15,484
-77% -$755K 0.01% 1350
2021
Q2
$1.17M Buy
20,016
+17,835
+818% +$838K 0.05% 398
2021
Q1
$97K Sell
2,181
-51,380
-96% -$2.37M ﹤0.01% 1802
2020
Q4
$1.85M Buy
53,561
+16,214
+43% +$464K 0.09% 229
2020
Q3
$651K Sell
37,347
-3,468
-8% -$51.9K 0.04% 446
2020
Q2
$589K Buy
40,815
+32,091
+368% +$337K 0.04% 449
2020
Q1
$56K Sell
8,724
-5,633
-39% -$48.3K ﹤0.01% 1660
2019
Q4
$153K Sell
14,357
-3,552
-20% -$44.7K 0.01% 973
2019
Q3
$238K Buy
17,909
+14,009
+359% +$214K 0.02% 625
2019
Q2
$62K Buy
+3,900
New +$67.2K 0.01% 1392
2019
Q1
Sell
-89
Closed -$1K 4792
2018
Q4
$1K Buy
+89
New +$1.66K ﹤0.01% 3727

Other funds holding UPWK