Coldstream Capital Management’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,101
Closed -$107K 2215
2025
Q1
$107K Buy
+5,101
New +$107K ﹤0.01% 1314