XY Capital’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-33,435	Closed	-$624K	–	45
2023 Q4	$624K	Buy	+33,435	New	+$624K	0.36%	15
2023 Q1	–	Sell	-66,260	Closed	-$1.07M	–	62
2022 Q4	$1.07M	Buy	+66,260	New	+$1.07M	0.7%	23