True Wealth Design’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	$5.3K	Buy	82 +23	+39%	+$1.49K	﹤0.01%	782
2025 Q1	$2.72K	Buy	59 +3	+5%	+$138	﹤0.01%	901
2024 Q4	$3.45K	Buy	56 +1	+2%	+$62	﹤0.01%	610
2024 Q3	$2.2K	Buy	+55	New	+$2.2K	﹤0.01%	762