Colonial Trust Advisors’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	-200	Closed	-$13.5K	–	688
2024 Q4	$13.5K	Hold	200	–	–	﹤0.01%	454
2024 Q3	$14.7K	Buy	+200	New	+$14.7K	﹤0.01%	482
2024 Q2	–	Sell	-4	Closed	-$299	–	827
2024 Q1	$299	Buy	+4	New	+$299	﹤0.01%	944