Diversified Trust’s Calix CALX Stock Holding History

Diversified Trust’s Portfolio CALX Stock Details CALX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$537K	Buy
2025 Q1	–	Sell
2024 Q4	$419K	Buy
2024 Q3	$395K	Buy
2024 Q2	$355K	Buy
2024 Q1	$299K	Sell
2023 Q4	$410K	Sell
2023 Q3	$436K	Buy
2023 Q2	$425K	Buy