Avior Wealth Management’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18	Closed	-$1.21K	–	1126
2024 Q4	$1.21K	Buy	18 +8	+80%	+$539	﹤0.01%	2183
2024 Q3	$737	Hold	10	–	–	﹤0.01%	2115
2024 Q2	$715	Sell	10 -527	-98%	-$37.7K	﹤0.01%	2073
2024 Q1	$40.1K	Buy	+537	New	+$40.1K	﹤0.01%	1312