Aristides Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,069
| Closed | -$273K | – | 225 |
|
|
2025
Q1 | $273K | Sell |
4,069
-229
| -5% | -$15.4K | 0.08% | 134 |
|
|
2024
Q4 | $289K | Buy |
4,298
+1,294
| +43% | +$87.2K | 0.06% | 169 |
|
|
2024
Q3 | $221K | Buy |
+3,004
| New | +$221K | 0.07% | 174 |
|
|
2024
Q2 | – | Sell |
-3,729
| Closed | -$278K | – | 276 |
|
|
2024
Q1 | $278K | Buy |
+3,729
| New | +$278K | 0.1% | 145 |
|
|
2020
Q2 | – | Sell |
-5,443
| Closed | -$210K | – | 102 |
|
|
2020
Q1 | $210K | Sell |
5,443
-5,531
| -50% | -$213K | 0.15% | 110 |
|
|
2019
Q4 | $632K | Buy |
+10,974
| New | +$632K | 0.49% | 71 |
|