Atlas Capital Advisors’s ORIX IX Stock Holding History

Atlas Capital Advisors’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11K	Sell
2025 Q1	$59.1K	Buy
2024 Q4	$57K	Sell
2024 Q3	$71.6K	Buy
2024 Q2	$64.1K	Sell
2024 Q1	$68K	Buy
2023 Q4	$53.8K	Buy
2023 Q3	$10.6K	Buy
2022 Q3	–	Sell
2022 Q2	$5.22K	Buy