Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.1M Buy
1,556,511
+1,124,975
+261% +$17.7M ﹤0.01% 2775
2025
Q4
$8.55M Sell
431,536
-23,150
-5% -$425K ﹤0.01% 3454
2025
Q3
$8.44M Buy
454,686
+149,496
+49% +$2.23M ﹤0.01% 3491
2025
Q2
$4.1M Sell
305,190
-92,708
-23% -$1.33M ﹤0.01% 4076
2025
Q1
$5.19M Sell
397,898
-75,515
-16% -$1.15M ﹤0.01% 3747
2024
Q4
$7.74M Buy
473,413
+313,545
+196% +$4.52M ﹤0.01% 3346
2024
Q3
$1.67M Buy
159,868
+27,174
+20% +$283K ﹤0.01% 4181
2024
Q2
$1.43M Sell
132,694
-77,411
-37% -$878K ﹤0.01% 4090
2024
Q1
$2.58M Sell
210,105
-12,729
-6% -$173K ﹤0.01% 3689
2023
Q4
$3.31M Buy
222,834
+143,497
+181% +$1.85M ﹤0.01% 3229
2023
Q3
$901K Sell
79,337
-12,017
-13% -$149K ﹤0.01% 4174
2023
Q2
$853K Buy
91,354
+41,797
+84% +$379K ﹤0.01% 4384
2023
Q1
$561K Buy
49,557
+11,953
+32% +$142K ﹤0.01% 4596
2022
Q4
$393K Buy
37,604
+32,970
+711% +$407K ﹤0.01% 4909
2022
Q3
$63K Buy
4,634
+1,089
+31% +$20.5K ﹤0.01% 6129
2022
Q2
$74K Sell
3,545
-671
-16% -$13.2K ﹤0.01% 5646
2022
Q1
$98K Sell
4,216
-20,540
-83% -$514K ﹤0.01% 5940
2021
Q4
$846K Buy
24,756
+9,170
+59% +$405K ﹤0.01% 4537
2021
Q3
$702K Sell
15,586
-12,004
-44% -$585K ﹤0.01% 4484
2021
Q2
$1.61M Sell
27,590
-1,469
-5% -$69K ﹤0.01% 3768
2021
Q1
$1.3M Sell
29,059
-2,177
-7% -$100K ﹤0.01% 3987
2020
Q4
$1.08M Buy
31,236
+20,380
+188% +$583K ﹤0.01% 3956
2020
Q3
$189K Sell
10,856
-15,832
-59% -$237K ﹤0.01% 4826
2020
Q2
$385K Buy
26,688
+21,615
+426% +$227K ﹤0.01% 4344
2020
Q1
$33K Sell
5,073
-133,798
-96% -$1.15M ﹤0.01% 6146
2019
Q4
$1.48M Sell
138,871
-147,273
-51% -$1.86M ﹤0.01% 3849
2019
Q3
$3.81M Buy
286,144
+150,828
+111% +$2.3M ﹤0.01% 2638
2019
Q2
$2.18M Buy
135,316
+118,607
+710% +$2.04M ﹤0.01% 3069
2019
Q1
$320K Buy
16,709
+12,072
+260% +$247K ﹤0.01% 4338
2018
Q4
$84K Buy
+4,637
New +$86.2K ﹤0.01% 5681

Other funds holding UPWK