Bourgeon Capital Management’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-65	Closed	-$1.22K	–	235
2023 Q4	$1.22K	Buy	65 +25	+63%	+$467	﹤0.01%	325
2023 Q3	$752	Buy	+40	New	+$752	﹤0.01%	325
2020 Q4	–	Sell	-80	Closed	-$1K	–	294
2020 Q3	$1K	Buy	+80	New	+$1K	﹤0.01%	279