Holdings in UPBD
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,352,084 |
76,998 |
-36.2%
|
Shares |
Defined |
2026-01-29 |
| 2025-09-30 |
$2,851,336 |
120,666 |
+14.4%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$2,647,295 |
105,470 |
-3.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$2,610,633 |
108,958 |
-7.5%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$3,434,533 |
117,742 |
+144.6%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$1,539,709 |
48,131 |
-24.8%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$1,964,707 |
63,997 |
-37.0%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$3,575,891 |
101,559 |
+1.5%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$3,398,528 |
100,045 |
+65.7%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$1,777,719 |
60,364 |
-26.2%
|
Shares |
Defined |
2023-11-09 |
| 2023-06-30 |
$2,547,148 |
81,823 |
+30.1%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$1,541,090 |
62,876 |
-46.3%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$2,641,776 |
117,152 |
+65.3%
|
Shares |
Defined |
2023-02-08 |
| 2022-09-30 |
$1,241,336 |
70,893 |
-4.9%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$1,450,503 |
74,576 |
+1076.6%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$159,654 |
6,338 |
-84.7%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$1,994,668 |
41,521 |
+337.4%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$533,601 |
9,493 |
-23.8%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$660,933 |
12,454 |
-74.8%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$2,851,402 |
49,452 |
+48.5%
|
Shares |
Defined |
2021-05-12 |
| 2020-12-31 |
$1,274,674 |
33,290 |
-37.1%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$1,582,167 |
52,933 |
+18.4%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$1,243,498 |
44,698 |
-46.5%
|
Shares |
Defined |
2020-07-31 |
| 2020-03-31 |
$1,181,298 |
83,543 |
—
|
Shares |
Defined |
2020-05-01 |
