Callan Family Office’s Donaldson DCI Stock Holding History

Callan Family Office’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.16M	Sell
2025 Q2	$2.8M	Buy
2025 Q1	$254K	Buy
2024 Q4	$242K	Buy