Independent Solutions Wealth Management’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	-5,498	Closed	-$600K	–	249
2022 Q1	$600K	Sell	5,498 -118	-2%	-$12.9K	0.14%	121
2021 Q4	$850K	Buy	5,616 +177	+3%	+$26.8K	0.2%	103
2021 Q3	$1.72M	Buy	+5,439	New	+$1.72M	0.43%	57