Level Four Advisory Services’s Calix CALX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,230	Closed	-$700K	–	766
2022 Q4	$700K	Sell	10,230 -819	-7%	-$56K	0.05%	325
2022 Q3	$676K	Buy	+11,049	New	+$676K	0.07%	266