HFM Investment Advisors’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416 Buy
6
+3
+100% +$208 ﹤0.01% 721
2025
Q1
$202 Buy
+3
New +$202 ﹤0.01% 624