Eastern Bank’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Sell	5,592 -8,672	-61%	-$601K	0.01%	285
2025 Q1	$957K	Sell	14,264 -71,228	-83%	-$4.78M	0.02%	208
2024 Q4	$5.76M	Sell	85,492 -30,021	-26%	-$2.02M	0.11%	123
2024 Q3	$8.51M	Buy	+115,513	New	+$8.51M	0.15%	120