Continuum Advisory’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-249
Closed -$16.7K 670
2025
Q1
$16.7K Buy
+249
New +$16.7K ﹤0.01% 892