Flagship Harbor Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	+3,555	New	+$230K	0.01%	687
2022 Q2	–	Sell	-3,538	Closed	-$386K	–	645
2022 Q1	$386K	Buy	3,538 +1,533	+76%	+$167K	0.04%	419
2021 Q4	$303K	Buy	+2,005	New	+$303K	0.03%	494