SkyOak Wealth’s Calix CALX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,750	Closed	-$201K	–	249
2023 Q1	$201K	Hold	3,750	–	–	0.06%	228
2022 Q4	$257K	Sell	3,750 -2,500	-40%	-$171K	0.09%	175
2022 Q3	$382K	Hold	6,250	–	–	0.14%	129
2022 Q2	$213K	Hold	6,250	–	–	0.07%	182
2022 Q1	$268K	Sell	6,250 -3,750	-38%	-$161K	0.07%	187
2021 Q4	$800K	Hold	10,000	–	–	0.2%	101
2021 Q3	$494K	Hold	10,000	–	–	0.13%	131
2021 Q2	$475K	Hold	10,000	–	–	0.13%	134
2021 Q1	$429K	Hold	10,000	–	–	0.12%	139
2020 Q4	$298K	Hold	10,000	–	–	0.09%	165
2020 Q3	$178K	Hold	10,000	–	–	0.06%	190
2020 Q2	$149K	Hold	10,000	–	–	0.06%	224
2020 Q1	$71K	Hold	10,000	–	–	0.04%	203
2019 Q4	$80K	Buy	+10,000	New	+$80K	0.02%	303