Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,200
Closed -$24K 3666
2023
Q4
$24K Sell
10,200
-1,300
-11% -$16.8K ﹤0.01% 1874
2023
Q3
$9K Buy
+11,500
New +$143K ﹤0.01% 2549
2022
Q3
Sell
-1,100
Closed -$3K 5551
2022
Q2
$3K Sell
1,100
-1,900
-63% -$37.3K ﹤0.01% 4121
2022
Q1
$5K Sell
3,000
-17,800
-86% -$445K ﹤0.01% 4182
2021
Q4
$18K Sell
20,800
-2,800
-12% -$124K ﹤0.01% 3218
2021
Q3
$43K Buy
23,600
+9,100
+63% +$444K ﹤0.01% 2649
2021
Q2
$98K Sell
14,500
-30,600
-68% -$1.44M ﹤0.01% 1906
2021
Q1
$455K Buy
45,100
+4,100
+10% +$189K 0.02% 781
2020
Q4
$410K Sell
41,000
-3,900
-9% -$112K 0.02% 721
2020
Q3
$89K Buy
44,900
+26,900
+149% +$403K 0.01% 1399
2020
Q2
$64K Sell
18,000
-9,100
-34% -$95.5K ﹤0.01% 1594
2020
Q1
$5K Buy
+27,100
New +$233K ﹤0.01% 3113

Other funds holding UPWK