Mindset Wealth Management’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Buy	4,819 +498	+12%	+$28.7K	0.09%	122
2025 Q1	$251K	Buy	+4,321	New	+$251K	0.1%	113
2024 Q4	–	Sell	-3,428	Closed	-$217K	–	144
2024 Q3	$217K	Buy	+3,428	New	+$217K	0.09%	115