IEQ Capital’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Sell
9,773
-24,870
-72% -$1.72M ﹤0.01% 1007
2025
Q1
$2.32M Buy
34,643
+10,019
+41% +$672K 0.02% 546
2024
Q4
$1.66M Buy
+24,624
New +$1.66M 0.02% 543