Financial Gravity Asset Management’s Upwork UPWK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.66M	Buy	424,762 +23,097	+6%	+$364K	0.83%	32
2025 Q4	$7.96M	Buy	401,665 +10,355	+3%	+$190K	1.53%	19
2025 Q3	$7.27M	Buy	+391,310	New	+$5.83M	1.44%	20
2025 Q1	$4.61M	Buy	+353,546	New	+$5.39M	1.01%	24
2024 Q2	$3.56M	Sell	330,949 -269,378	-45%	-$3.06M	0.89%	26
2024 Q1	$8.13M	Sell	600,327 -3,588,680	-86%	-$48.8M	1.09%	23
2023 Q4	$90.1M	Buy	4,189,007 +295,451	+8%	+$3.81M	0.96%	41
2023 Q3	$85.7M	Buy	3,893,556 +3,725,442	+2,216%	+$46.2M	0.94%	42
2023 Q2	$1.57K	Buy	168,114 +26,963	+19%	+$244K	﹤0.01%	699
2023 Q1	$1.59K	Buy	141,151 +106,698	+310%	+$1.27M	0.05%	322
2022 Q4	$360	Buy	34,453 +2,676	+8%	+$33K	﹤0.01%	844
2022 Q3	$433	Sell	31,777 -44,664	-58%	-$840K	0.01%	410
2022 Q2	$1.58K	Buy	76,441 +45,782	+149%	+$900K	0.05%	294
2022 Q1	$712	Sell	30,659 -26,912	-47%	-$673K	0.02%	369
2021 Q4	$1.42K	Buy	57,571 +1,670	+3%	+$73.8K	0.03%	357
2021 Q3	$2.52M	Sell	55,901 -48,024	-46%	-$2.34M	1.19%	16
2021 Q2	$6.06M	Buy	103,925 +78	+0.1%	+$3.67K	2.17%	7
2021 Q1	$4.65K	Buy	103,847 +28,470	+38%	+$1.31M	0.1%	151
2020 Q4	$2.6M	Buy	+75,377	New	+$2.16M	2.38%	12
2020 Q2	–	Sell	-27,854	Closed	-$181	–	874
2020 Q1	$181	Buy	+27,854	New	+$239K	﹤0.01%	765