Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-41
Closed -$813 2276
2025
Q4
$813 Sell
41
-1,120
-96% -$20.5K ﹤0.01% 2009
2025
Q3
$21.6K Sell
1,161
-3,055
-72% -$45.5K 0.01% 1356
2025
Q2
$56.7K Buy
4,216
+2,917
+225% +$41.9K 0.01% 800
2025
Q1
$17K Sell
1,299
-3,929
-75% -$59.9K ﹤0.01% 1161
2024
Q4
$85.5K Sell
5,228
-973
-16% -$14K 0.02% 499
2024
Q3
$64.8K Buy
6,201
+1,851
+43% +$19.3K 0.02% 598
2024
Q2
$46.8K Buy
4,350
+2,220
+104% +$25.2K 0.02% 696
2024
Q1
$26.1K Buy
2,130
+1,102
+107% +$15K 0.01% 796
2023
Q4
$15.3K Sell
1,028
-1,024
-50% -$13.2K 0.01% 898
2023
Q3
$23.3K Buy
2,052
+1,420
+225% +$17.6K 0.02% 630
2023
Q2
$5.9K Sell
632
-2,854
-82% -$25.9K ﹤0.01% 940
2023
Q1
$39.5K Buy
3,486
+1,675
+92% +$19.9K 0.02% 351
2022
Q4
$18.9K Buy
+1,811
New +$22.3K 0.02% 385

Other funds holding UPWK