IAM Advisory’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	-3,822	Closed	-$417K	–	90
2022 Q1	$417K	Buy	3,822 +979	+34%	+$107K	0.17%	60
2021 Q4	$325K	Buy	+2,843	New	+$325K	0.13%	63