Mendota Financial Group’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$425	–	241
2024 Q4	$425	Sell	20 -20	-50%	-$425	﹤0.01%	328
2024 Q3	$929	Buy	40 +10	+33%	+$232	﹤0.01%	351
2024 Q2	$668	Buy	+30	New	+$668	﹤0.01%	314