Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.66K Sell
699
-89
-11% -$1.4K ﹤0.01% 2623
2025
Q4
$15.6K Buy
788
+30
+4% +$550 ﹤0.01% 2230
2025
Q3
$14.1K Sell
758
-422
-36% -$6.29K ﹤0.01% 2266
2025
Q2
$15.9K Buy
1,180
+422
+56% +$6.06K ﹤0.01% 2162
2025
Q1
$9.89K Sell
758
-422
-36% -$6.43K ﹤0.01% 2363
2024
Q4
$19.3K Buy
1,180
+422
+56% +$6.08K ﹤0.01% 2081
2024
Q3
$7.92K Sell
758
-149
-16% -$1.55K ﹤0.01% 2429
2024
Q2
$9.75K Buy
907
+188
+26% +$2.13K ﹤0.01% 2276
2024
Q1
$8.81K Sell
719
-92
-11% -$1.25K ﹤0.01% 2347
2023
Q4
$12.1K Buy
811
+92
+13% +$1.19K ﹤0.01% 2169
2023
Q3
$8.17K Buy
719
+59
+9% +$732 ﹤0.01% 2313
2023
Q2
$6.16K Sell
660
-422
-39% -$3.82K ﹤0.01% 2439
2023
Q1
$12.2K Buy
1,082
+506
+88% +$6.02K ﹤0.01% 2118
2022
Q4
$6.01K Sell
576
-160
-22% -$1.97K ﹤0.01% 2385
2022
Q3
$10K Sell
736
-28
-4% -$526 ﹤0.01% 2104
2022
Q2
$16K Sell
764
-81
-10% -$1.59K ﹤0.01% 1905
2022
Q1
$20K Sell
845
-26
-3% -$651 ﹤0.01% 1840
2021
Q4
$30K Sell
871
-36
-4% -$1.59K ﹤0.01% 1592
2021
Q3
$41K Buy
907
+321
+55% +$15.6K ﹤0.01% 1415
2021
Q2
$34K Buy
586
+5
+0.9% +$235 ﹤0.01% 1470
2021
Q1
$26K Buy
581
+35
+6% +$1.61K ﹤0.01% 1472
2020
Q4
$19K Buy
546
+26
+5% +$743 ﹤0.01% 1476
2020
Q3
$9K Sell
520
-307
-37% -$4.6K ﹤0.01% 1691
2020
Q2
$12K Buy
827
+304
+58% +$3.19K ﹤0.01% 1516
2020
Q1
$3K Buy
523
+216
+70% +$1.85K ﹤0.01% 1863
2019
Q4
$3K Hold
307
﹤0.01% 1827
2019
Q3
$4K Hold
307
﹤0.01% 1676
2019
Q2
$5K Hold
307
﹤0.01% 1585
2019
Q1
$6K Buy
+307
New +$6.29K ﹤0.01% 1553

Other funds holding UPWK