Cornerstone Planning Group’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16K	Sell	16 -11	-41%	-$799	﹤0.01%	1078
2025 Q1	$1.72K	Buy	+27	New	+$1.72K	﹤0.01%	1020