Yorktown Management & Research Company’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Hold
9,000
0.46% 79
2025
Q1
$319K Hold
9,000
0.35% 131
2024
Q4
$314K Buy
+9,000
New +$314K 0.3% 165
2023
Q1
Sell
-5,150
Closed -$352K 196
2022
Q4
$352K Buy
+5,150
New +$352K 0.43% 104