Diversified Trust’s Upbound Group UPBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Buy	15,923 +1,543	+11%	+$38.7K	0.01%	667
2025 Q1	$345K	Buy	+14,380	New	+$345K	0.01%	694
2021 Q2	–	Sell	-4,466	Closed	-$258K	–	896
2021 Q1	$258K	Buy	+4,466	New	+$258K	0.01%	604