Mendota Financial Group’s Orion OEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,203	Closed	-$34.8K	–	292
2024 Q4	$34.8K	Sell	2,203 -2,228	-50%	-$35.2K	0.02%	179
2024 Q3	$78.9K	Hold	4,431	–	–	0.04%	134
2024 Q2	$97.2K	Hold	4,431	–	–	0.05%	127
2024 Q1	$104K	Buy	+4,431	New	+$104K	0.06%	124