Mindset Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,971	Closed	-$446K	–	150
2024 Q4	$446K	Buy	1,971 +54	+3%	+$12.2K	0.16%	70
2024 Q3	$412K	Buy	+1,917	New	+$412K	0.17%	73