Smartleaf Asset Management’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Sell |
6,744
-630
| -9% | -$14K | 0.01% | 686 |
|
|
2025
Q1 | $156K | Buy |
7,374
+1,004
| +16% | +$21.3K | 0.02% | 653 |
|
|
2024
Q4 | $136K | Buy |
6,370
+4,705
| +283% | +$100K | 0.01% | 698 |
|
|
2024
Q3 | $39.8K | Buy |
1,665
+1,265
| +316% | +$30.2K | ﹤0.01% | 994 |
|
|
2024
Q2 | $8.78K | Buy |
400
+335
| +515% | +$7.36K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $1.43K | Hold |
65
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q4 | $1.21K | Buy |
+65
| New | +$1.21K | ﹤0.01% | 1026 |
|