Kaizen Financial Strategies Closed Holding Positions

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 18, 2022
5,421
$39.4 - $46.71 $214K - $253K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,633
$58.13 - $77.8 $211K - $283K
Mfa Finl Inc
Q2 2022 Filed on Jul 18, 2022
56,279
N/A
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,725
$28.0 - $113.85 $104K - $424K
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
7,385
$14.63 - $47.7 $108K - $352K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
6,974
$37.9 - $46.81 $264K - $326K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Jul 18, 2022
862
$218.95 - $282.53 $189K - $244K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Jul 18, 2022
18,854
$39.36 - $55.39 $742K - $1.04M
ADP
Automatic Data Processing Inc

Industrials
Q2 2022 Filed on Jul 18, 2022
989
$199.94 - $238.5 $198K - $236K
HUBS
Hubspot Inc

Technology
Q2 2022 Filed on Jul 18, 2022
430
$281.81 - $504.2 $121K - $217K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
4,600
$50.42 - $62.43 $232K - $287K
Docebo Inc
Q2 2022 Filed on Jul 18, 2022
4,700
N/A
F
Ford Motor CO

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
10,031
$11.13 - $16.66 $112K - $167K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,000
$56.85 - $68.24 $171K - $205K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2022 Filed on Jul 18, 2022
4,090
$40.6 - $49.51 $166K - $202K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
1,192
$140.76 - $164.9 $168K - $197K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 06, 2022
13,721
$22.98 - $41.0 $315K - $563K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2022 Filed on May 06, 2022
8,100
$40.18 - $48.5 $325K - $393K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 06, 2022
1,338
$129.09 - $164.35 $173K - $220K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 06, 2022
1,068
$33.02 - $41.86 $35.3K - $44.7K
EVC
Entravision Communications Corp

Communication Services
Q1 2022 Filed on May 06, 2022
10,035
$5.59 - $6.84 $56.1K - $68.6K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 06, 2022
646
$254.37 - $323.09 $164K - $209K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
1,507
$132.23 - $175.09 $199K - $264K
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on May 06, 2022
2,200
$142.78 - $195.24 $314K - $430K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
3,000
$52.79 - $77.45 $158K - $232K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on May 06, 2022
2,306
$87.3 - $110.53 $201K - $255K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 06, 2022
6,001
$63.11 - $82.31 $379K - $494K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 06, 2022
2,038
$119.6 - $152.37 $244K - $311K
UBER
Uber Technologies, Inc

Technology
Q1 2022 Filed on May 06, 2022
5,500
$28.57 - $44.42 $157K - $244K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2022 Filed on May 06, 2022
2,240
$79.77 - $93.68 $179K - $210K
NNOX
Nano X Imaging Ltd.

Healthcare
Q4 2021 Filed on Jan 26, 2022
13,703
$14.54 - $26.96 $199K - $369K
Federal Rlty Invt Tr
Q4 2021 Filed on Jan 26, 2022
2,590
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2021 Filed on Jan 26, 2022
5,650
$157.13 - $192.91 $888K - $1.09M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
11,555
$73.76 - $100.53 $852K - $1.16M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Jan 26, 2022
22,396
$19.31 - $21.84 $432K - $489K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Jan 26, 2022
1,200
$111.22 - $196.03 $133K - $235K
Vedanta Limited
Q4 2021 Filed on Jan 26, 2022
20,000
N/A
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Jan 26, 2022
50,839
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,879
$82.96 - $109.65 $239K - $316K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Jan 26, 2022
4,846
$44.49 - $51.04 $216K - $247K
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
1,100
$198.08 - $268.28 $218K - $295K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Jan 26, 2022
5,356
$33.53 - $45.38 $180K - $243K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
700
$62.19 - $83.24 $43.5K - $58.3K
WMT
Walmart Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
10,000
$139.32 - $151.45 $1.39M - $1.51M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
7,100
$63.94 - $82.69 $454K - $587K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q3 2021 Filed on Nov 12, 2021
5,100
$37.03 - $41.81 $189K - $213K
WMT
Walmart Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
183
$139.32 - $151.45 $25.5K - $27.7K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
725
$360.2 - $439.94 $261K - $319K
HOLX
Hologic Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
9,300
$67.56 - $80.74 $628K - $751K
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