Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-301,573
Closed -$5.98M 1579
2025
Q4
$5.98M Sell
301,573
-73,629
-20% -$1.35M 0.01% 510
2025
Q3
$6.97M Buy
375,202
+43,644
+13% +$650K 0.02% 487
2025
Q2
$4.46M Buy
331,558
+229,457
+225% +$3.29M 0.01% 543
2025
Q1
$1.33M Sell
102,101
-305,770
-75% -$4.66M ﹤0.01% 784
2024
Q4
$6.67M Buy
+407,871
New +$5.87M 0.02% 486
2024
Q3
Sell
-57,136
Closed -$614K 1679
2024
Q2
$614K Sell
57,136
-8,353
-13% -$94.8K ﹤0.01% 843
2024
Q1
$803K Buy
+65,489
New +$891K ﹤0.01% 842

Other funds holding UPWK