Belpointe Asset Management’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-548	Closed	-$35.8K	–	1210
2023 Q1	$35.8K	Buy	548 +1	+0.2%	+$65	﹤0.01%	1923
2022 Q4	$32.2K	Buy	+547	New	+$32.2K	﹤0.01%	1864