Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-47,300
Closed -$2.22K 909
2024
Q4
$2.22K Buy
47,300
+1,800
+4% +$25.9K ﹤0.01% 691
2024
Q3
$244 Sell
45,500
-300
-0.7% -$3.13K ﹤0.01% 669
2024
Q2
$6.14K Sell
45,800
-100
-0.2% -$1.14K ﹤0.01% 591
2024
Q1
$12.2K Sell
45,900
-6,000
-12% -$81.6K ﹤0.01% 575
2023
Q4
$56.2K Buy
+51,900
New +$669K 0.01% 433
2021
Q4
Sell
-11,200
Closed -$82K 2868
2021
Q3
$82K Buy
+11,200
New +$546K ﹤0.01% 1330
2021
Q1
Sell
-13,300
Closed -$86K 2464
2020
Q4
$86K Buy
+13,300
New +$380K ﹤0.01% 1234

Other funds holding UPWK