Van Hulzen Asset Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,365	Closed	-$361K	–	303
2022 Q3	$361K	Buy	17,365 +607	+4%	+$12.6K	0.04%	194
2022 Q2	$530K	Buy	16,758 +10,388	+163%	+$329K	0.06%	163
2022 Q1	$695K	Buy	+6,370	New	+$695K	0.07%	139