Fortem Financial Group’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-13,410	Closed	-$201K	–	140
2019 Q2	$201K	Sell	13,410 -1,020	-7%	-$15.3K	0.2%	125
2019 Q1	$207K	Sell	14,430 -65	-0.4%	-$932	0.21%	114
2018 Q4	$207K	Buy	+14,495	New	+$207K	0.25%	100