Pursue Wealth Partners’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$542K	Buy	+8,384	New	+$542K	0.31%	60
2022 Q4	–	Sell	-15,000	Closed	-$312K	–	116
2022 Q3	$312K	Buy	+15,000	New	+$312K	0.22%	80
2022 Q2	–	Sell	-90,832	Closed	-$8.66M	–	232
2022 Q1	$8.66M	Buy	+90,832	New	+$8.66M	3.58%	6