Simplex Trading’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48K Buy
+1,454
New +$48K ﹤0.01% 1424
2025
Q1
Hold
0
3240
2024
Q4
Hold
0
3307
2024
Q3
Sell
-6,228
Closed -$155K 3182
2024
Q2
$155K Sell
6,228
-13,418
-68% -$334K ﹤0.01% 996
2024
Q1
$500K Buy
19,646
+1,687
+9% +$42.9K ﹤0.01% 663
2023
Q4
$498K Buy
17,959
+10,031
+127% +$278K ﹤0.01% 649
2023
Q3
$273K Buy
+7,928
New +$273K ﹤0.01% 713