Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.36M Buy
215,421
+69,583
+48% +$1.1M ﹤0.01% 1507
2025
Q4
$2.89M Sell
145,838
-62,972
-30% -$1.15M 0.01% 1310
2025
Q3
$3.88M Buy
208,810
+14,155
+7% +$211K 0.01% 1182
2025
Q2
$2.62M Buy
194,655
+134,559
+224% +$1.93M 0.01% 1307
2025
Q1
$784K Buy
+60,096
New +$916K ﹤0.01% 1650
2024
Q4
Sell
-11,033
Closed -$115K 2212
2024
Q3
$115K Sell
11,033
-31,273
-74% -$326K ﹤0.01% 1891
2024
Q2
$455K Sell
42,306
-182,183
-81% -$2.07M ﹤0.01% 1711
2024
Q1
$2.75M Sell
224,489
-544,799
-71% -$7.41M 0.01% 1185
2023
Q4
$11.4M Buy
+769,288
New +$9.92M 0.03% 586
2023
Q3
Sell
-38,414
Closed -$359K 2166
2023
Q2
$359K Buy
+38,414
New +$348K ﹤0.01% 1680
2023
Q1
Sell
-175,791
Closed -$2.09M 1345
2022
Q4
$1.84M Sell
175,791
-91,632
-34% -$1.13M 0.01% 1137
2022
Q3
$3.64M Buy
+267,423
New +$5.03M 0.02% 856
2022
Q2
Hold
0
1599
2022
Q1
Sell
-298,611
Closed -$10.2M 2381
2021
Q4
$10.2M Buy
298,611
+19,358
+7% +$856K 0.03% 589
2021
Q3
$12.6M Buy
279,253
+62,570
+29% +$3.05M 0.04% 486
2021
Q2
$12.6M Sell
216,683
-892
-0.4% -$41.9K 0.04% 478
2021
Q1
$9.74M Buy
217,575
+17,142
+9% +$791K 0.04% 441
2020
Q4
$6.92M Buy
+200,433
New +$5.73M 0.03% 617
2019
Q4
Sell
-28,007
Closed -$372K 1918
2019
Q3
$372K Buy
+28,007
New +$427K ﹤0.01% 1627

Other funds holding UPWK