Vivaldi Capital 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	$312K	Buy	5,414 +868	+19%	+$50K	0.05%	218
2025 Q1	$264K	Buy	4,546 +867	+24%	+$50.3K	0.04%	222
2024 Q4	$206K	Buy	+3,679	New	+$206K	0.03%	266