Kestra Investment Management’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$656K	Buy	9,675 +3,042	+46%	+$206K	0.01%	340
2025 Q1	$445K	Buy	6,633 +470	+8%	+$31.5K	0.01%	279
2024 Q4	$415K	Buy	+6,163	New	+$415K	0.02%	260