Hardy Reed’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Buy	13,525 +100	+0.7%	+$2.25K	0.02%	185
2025 Q1	$280K	Hold	13,425	–	–	0.02%	190
2024 Q4	$285K	Hold	13,425	–	–	0.03%	196
2024 Q3	$312K	Hold	13,425	–	–	0.03%	184
2024 Q2	$299K	Buy	+13,425	New	+$299K	0.03%	182