IP
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Intellectus Partners’s Donaldson DCI Stock Holding History

Intellectus Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$217K Sell
3,126
-1,303
-29% -$90.4K 0.05% 257
2025
Q1 		$297K Buy
4,429
+930
+27% +$62.4K 0.07% 225
2024
Q4 		$236K Buy
+3,499
New +$236K 0.05% 245