Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$60.1K Hold
1,226
﹤0.01% 1620
2025
Q4
$64.9K Sell
1,226
-31
-2% -$1.81K ﹤0.01% 1508
2025
Q3
$77.1K Sell
1,257
-113
-8% -$6.51K ﹤0.01% 1422
2025
Q2
$72.9K Buy
1,370
+363
+36% +$15.5K ﹤0.01% 1391
2025
Q1
$35.7K Buy
1,007
+480
+91% +$17.8K ﹤0.01% 1755
2024
Q4
$18.4K Sell
527
-19
-3% -$669 ﹤0.01% 2104
2024
Q3
$21.2K Sell
546
-303
-36% -$11.1K ﹤0.01% 2015
2024
Q2
$30.1K Sell
849
-259
-23% -$8.34K ﹤0.01% 1764
2024
Q1
$36.7K Sell
1,108
-47
-4% -$1.75K ﹤0.01% 1701
2023
Q4
$50.5K Buy
1,155
+32
+3% +$1.28K ﹤0.01% 1455
2023
Q3
$51.5K Buy
1,123
+21
+2% +$951 ﹤0.01% 1378
2023
Q2
$55K Sell
1,102
-181
-14% -$8.72K ﹤0.01% 1371
2023
Q1
$68.8K Sell
1,283
-70
-5% -$3.82K ﹤0.01% 1229
2022
Q4
$92.6K Buy
1,353
+72
+6% +$4.84K ﹤0.01% 1048
2022
Q3
$78K Buy
1,281
+29
+2% +$1.55K ﹤0.01% 1078
2022
Q2
$43K Buy
1,252
+176
+16% +$6.54K ﹤0.01% 1371
2022
Q1
$46K Buy
1,076
+4
+0.4% +$202 ﹤0.01% 1412
2021
Q4
$86K Sell
1,072
-1,000
-48% -$65.3K ﹤0.01% 1089
2021
Q3
$102K Buy
2,072
+5
+0.2% +$231 ﹤0.01% 960
2021
Q2
$98K Hold
2,067
﹤0.01% 963
2021
Q1
$72K Buy
2,067
+250
+14% +$9.26K ﹤0.01% 1011
2020
Q4
$54K Sell
1,817
-150
-8% -$3.7K ﹤0.01% 1034
2020
Q3
$35K Buy
1,967
+150
+8% +$2.83K ﹤0.01% 1129
2020
Q2
$27K Sell
1,817
-2,817
-61% -$32.3K ﹤0.01% 1200
2020
Q1
$33K Sell
4,634
-4,000
-46% -$33.7K ﹤0.01% 1051
2019
Q4
$69K Hold
8,634
0.01% 856
2019
Q3
$55K Hold
8,634
﹤0.01% 878
2019
Q2
$57K Buy
+8,634
New +$58.3K ﹤0.01% 851
2019
Q1
Sell
-5,450
Closed -$53K 1973
2018
Q4
$53K Buy
+5,450
New +$47.4K ﹤0.01% 818

Other funds holding CALX