Annis Gardner Whiting Capital Advisors’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-45	Closed	-$3.36K	–	954
2024 Q1	$3.36K	Buy	45 +37	+463%	+$2.76K	﹤0.01%	802
2023 Q4	$523	Hold	8	–	–	﹤0.01%	683
2023 Q3	$478	Buy	+8	New	+$478	﹤0.01%	663