Retirement Guys Formula’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
+14,969
New +$1.05M 0.4% 87
2025
Q1
Sell
-14,357
Closed -$815K 138
2024
Q4
$815K Sell
14,357
-524
-4% -$29.7K 0.41% 73
2024
Q3
$707K Buy
+14,881
New +$707K 0.33% 89
2024
Q2
Sell
-16,153
Closed -$809K 126
2024
Q1
$809K Sell
16,153
-4,035
-20% -$202K 0.39% 69
2023
Q4
$1.06M Buy
+20,188
New +$1.06M 0.57% 48
2023
Q3
Sell
-20,227
Closed -$893K 123
2023
Q2
$893K Buy
+20,227
New +$893K 0.52% 43
2022
Q2
Sell
-14,338
Closed -$950K 126
2022
Q1
$950K Buy
14,338
+1,498
+12% +$99.3K 0.64% 23
2021
Q4
$1.22M Buy
+12,840
New +$1.22M 0.96% 19