Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.91M Sell
812,527
-2,773,319
-77% -$43.7M ﹤0.01% 1896
2025
Q4
$71.1M Buy
3,585,846
+576,512
+19% +$10.6M 0.01% 946
2025
Q3
$55.9M Buy
3,009,334
+147,852
+5% +$2.2M 0.01% 1042
2025
Q2
$38.5M Buy
2,861,482
+231,103
+9% +$3.32M 0.01% 1166
2025
Q1
$34.3M Buy
2,630,379
+882,059
+50% +$13.4M 0.01% 1184
2024
Q4
$28.6M Buy
1,748,320
+1,649,766
+1,674% +$23.8M 0.01% 1316
2024
Q3
$1.03M Buy
98,554
+871
+0.9% +$9.09K ﹤0.01% 2894
2024
Q2
$1.05M Buy
97,683
+1,987
+2% +$22.5K ﹤0.01% 2900
2024
Q1
$1.17M Sell
95,696
-10,282
-10% -$140K ﹤0.01% 2915
2023
Q4
$1.58M Buy
105,978
+2,627
+3% +$33.9K ﹤0.01% 2706
2023
Q3
$1.17M Sell
103,351
-246
-0.2% -$3.05K ﹤0.01% 2792
2023
Q2
$968K Sell
103,597
-355
-0.3% -$3.22K ﹤0.01% 2913
2023
Q1
$1.18M Buy
103,952
+32,154
+45% +$383K ﹤0.01% 2843
2022
Q4
$750K Sell
71,798
-4,332
-6% -$53.4K ﹤0.01% 3074
2022
Q3
$1.04M Buy
76,130
+4,425
+6% +$83.2K ﹤0.01% 2915
2022
Q2
$1.48M Buy
71,705
+3,307
+5% +$65K ﹤0.01% 2828
2022
Q1
$1.59M Buy
68,398
+10,169
+17% +$254K ﹤0.01% 2877
2021
Q4
$1.99M Sell
58,229
-2,042
-3% -$90.3K ﹤0.01% 2796
2021
Q3
$2.71M Sell
60,271
-543,124
-90% -$26.5M ﹤0.01% 2678
2021
Q2
$35.2M Buy
603,395
+571,226
+1,776% +$26.8M 0.01% 1260
2021
Q1
$1.44M Sell
32,169
-129,017
-80% -$5.95M ﹤0.01% 2908
2020
Q4
$5.57M Buy
161,186
+136,223
+546% +$3.9M ﹤0.01% 2126
2020
Q3
$436K Sell
24,963
-430
-2% -$6.44K ﹤0.01% 3181
2020
Q2
$366K Sell
25,393
-2,333
-8% -$24.5K ﹤0.01% 3263
2020
Q1
$179K Buy
+27,726
New +$238K ﹤0.01% 3441
2019
Q4
Sell
-94,160
Closed -$1.25M 3704
2019
Q3
$1.25M Buy
+94,160
New +$1.44M ﹤0.01% 2876

Other funds holding UPWK