Intersect Capital’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	-1,880	Closed	-$205K	–	443
2022 Q1	$205K	Buy	1,880 +500	+36%	+$54.5K	0.04%	412
2021 Q4	$209K	Buy	1,380 +637	+86%	+$96.5K	0.04%	403
2021 Q3	$235K	Buy	+743	New	+$235K	0.04%	337