North Star Investment Management’s Upexi UPXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.7K Buy
+15,000
New +$44.7K ﹤0.01% 656
2023
Q3
Sell
-125
Closed -$5.63K 1307
2023
Q2
$5.63K Hold
125
﹤0.01% 952
2023
Q1
$10.1K Hold
125
﹤0.01% 867
2022
Q4
$7.5K Hold
125
﹤0.01% 897
2022
Q3
$10K Hold
125
﹤0.01% 815
2022
Q2
$10K Hold
125
﹤0.01% 833
2022
Q1
$13K Hold
125
﹤0.01% 824
2021
Q4
$10K Hold
125
﹤0.01% 909
2021
Q3
$13K Buy
+125
New +$13K ﹤0.01% 824