Callan Family Office’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.8M	Buy	40,343 +36,549	+963%	+$2.53M	0.09%	230
2025 Q1	$254K	Buy	3,794 +208	+6%	+$13.9K	0.02%	468
2024 Q4	$242K	Buy	+3,586	New	+$242K	0.02%	552