Bogart Wealth LLC’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.7K	Buy	120 +60	+100%	+$1.35K	﹤0.01%	1045
2025 Q1	$1.25K	Buy	+60	New	+$1.25K	﹤0.01%	1141
2023 Q4	–	Sell	-20	Closed	-$376	–	1102
2023 Q3	$376	Buy	+20	New	+$376	﹤0.01%	1023