Legend Financial 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	–	Sell	-3,092	Closed	-$207K	–	172
2025 Q1	$207K	Hold	3,092	–	–	0.15%	37
2024 Q4	$208K	Buy	+3,092	New	+$208K	0.15%	33
2024 Q3	–	Sell	-3,092	Closed	-$221K	–	188
2024 Q2	$221K	Buy	+3,092	New	+$221K	0.16%	38