Teamwork Financial Advisors’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,076	Closed	-$663K	–	255
2022 Q1	$663K	Buy	6,076 +1,170	+24%	+$128K	0.12%	143
2021 Q4	$742K	Buy	4,906 +2,985	+155%	+$451K	0.14%	148
2021 Q3	$608K	Buy	+1,921	New	+$608K	0.12%	135