Total Clarity Wealth Management’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	$210K	Buy	+3,250	New	+$210K	0.06%	269
2022 Q1	–	Sell	-487	Closed	-$74K	–	874
2021 Q4	$74K	Buy	487 +11	+2%	+$1.67K	0.03%	351
2021 Q3	$151K	Buy	+476	New	+$151K	0.07%	251