Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.16K Sell
300
-7
-2% -$83 ﹤0.01% 3778
2025
Q4
$3.74K Buy
307
+4
+1% +$49 ﹤0.01% 3564
2025
Q3
$3.95K Buy
303
+35
+13% +$507 ﹤0.01% 3375
2025
Q2
$4.18K Sell
268
-21
-7% -$315 ﹤0.01% 3504
2025
Q1
$5.36K Hold
289
﹤0.01% 2811
2024
Q4
$7.2K Sell
289
-11
-4% -$322 ﹤0.01% 2668
2024
Q3
$9.91K Hold
300
﹤0.01% 2434
2024
Q2
$10.1K Hold
300
﹤0.01% 2342
2024
Q1
$12.3K Hold
300
﹤0.01% 2161
2023
Q4
$9.22K Hold
300
﹤0.01% 2215
2023
Q3
$8.63K Hold
300
﹤0.01% 2314
2023
Q2
$7.18K Hold
300
﹤0.01% 2409
2023
Q1
$10.4K Sell
300
-120
-29% -$2.88K ﹤0.01% 2270
2022
Q4
$22K Buy
420
+18
+4% +$442 ﹤0.01% 2803
2022
Q3
$21K Sell
402
-156
-28% -$4.13K ﹤0.01% 3026
2022
Q2
$27K Hold
558
﹤0.01% 2604
2022
Q1
$27K Buy
558
+258
+86% +$5.59K ﹤0.01% 2604
2021
Q4
$7K Hold
300
﹤0.01% 2334
2021
Q3
$7K Hold
300
﹤0.01% 2405
2021
Q2
$8K Hold
300
﹤0.01% 2282
2021
Q1
$7K Hold
300
﹤0.01% 2264
2020
Q4
$5K Sell
300
-105
-26% -$1.18K ﹤0.01% 2305
2020
Q3
$4K Hold
405
﹤0.01% 2248
2020
Q2
$3K Buy
405
+200
+98% +$1.4K ﹤0.01% 2243
2020
Q1
$2K Sell
205
-37
-15% -$531 ﹤0.01% 2332
2019
Q4
$5K Hold
242
﹤0.01% 2157
2019
Q3
$5K Buy
+242
New +$4.57K ﹤0.01% 2323
2019
Q1
Sell
-48
Closed -$1K 2502
2018
Q4
$1K Sell
48
-143
-75% -$4.6K ﹤0.01% 3278
2018
Q3
$7K Buy
191
+48
+34% +$1.72K ﹤0.01% 3036
2018
Q2
$5K Hold
143
﹤0.01% 3231
2018
Q1
$5K Hold
143
﹤0.01% 3139
2017
Q4
$5K Hold
143
﹤0.01% 3186
2017
Q3
$4K Hold
143
﹤0.01% 3485
2017
Q2
$4K Hold
143
﹤0.01% 3483
2017
Q1
$4K Hold
143
﹤0.01% 3390
2016
Q4
$5K Hold
143
﹤0.01% 3274
2016
Q3
$4K Buy
+143
New +$3.64K ﹤0.01% 3307

Other funds holding CAL