First Foundation Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,174	Closed	-$237K	–	455
2022 Q1	$237K	Buy	2,174 +177	+9%	+$19.3K	0.01%	373
2021 Q4	$302K	Buy	1,997 +77	+4%	+$11.6K	0.01%	341
2021 Q3	$608K	Buy	+1,920	New	+$608K	0.02%	249