Holdings in UPBD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,170,881 |
66,679 |
+45.3%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$1,084,473 |
45,894 |
+21.9%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$945,366 |
37,664 |
+31.3%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$687,339 |
28,687 |
-0.6%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$841,932 |
28,863 |
+1314.2%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$65,291 |
2,041 |
-92.0%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$780,637 |
25,428 |
-4.4%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$936,936 |
26,610 |
+6.8%
|
Shares |
Defined |
2024-05-10 |
| 2023-12-31 |
$846,428 |
24,917 |
+14.0%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$643,540 |
21,852 |
-42.0%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$1,173,412 |
37,694 |
+21.7%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$759,245 |
30,977 |
+89.5%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$368,533 |
16,343 |
-77.4%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$1,263,924 |
72,183 |
+137.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$590,715 |
30,371 |
-68.9%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$2,459,702 |
97,646 |
-18.2%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$5,734,823 |
119,376 |
+4.2%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$6,437,394 |
114,524 |
-27.7%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$8,401,617 |
158,312 |
+37.6%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$6,634,993 |
115,071 |
-53.0%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$9,367,916 |
244,657 |
-2.3%
|
Shares |
Defined |
2021-02-09 |
| 2020-09-30 |
$7,488,700 |
250,542 |
+54.9%
|
Shares |
Defined |
2020-11-05 |
| 2020-06-30 |
$4,498,410 |
161,697 |
+38.5%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$1,651,226 |
116,777 |
—
|
Shares |
Defined |
2020-05-14 |
