CFO
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Callan Family Office’s ORIX IX Stock Holding History

Callan Family Office’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Buy
66,285
+37,400
+129% +$842K 0.05% 318
2025
Q1 		$603K Sell
28,885
-12,550
-30% -$262K 0.05% 287
2024
Q4 		$880K Buy
+41,435
New +$880K 0.06% 278