Marquette Asset Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50	Closed	-$1.35K	–	204
2024 Q1	$1.35K	Buy	+50	New	+$1.35K	﹤0.01%	188
2022 Q4	–	Sell	-35	Closed	-$1K	–	281
2022 Q3	$1K	Buy	+35	New	+$1K	﹤0.01%	229