Washburn Capital 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 Q2	–	Sell	-3,440	Closed	-$375K	–	62
2022 Q1	$375K	Sell	3,440 -150	-4%	-$16.4K	0.25%	46
2021 Q4	$543K	Sell	3,590 -1,610	-31%	-$244K	0.32%	38
2021 Q3	$1.65M	Buy	+5,200	New	+$1.65M	1.08%	21