Milestone Investment Advisors’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,910	Closed	-$174K	–	204
2023 Q3	$174K	Buy	+2,910	New	+$174K	0.05%	111
2023 Q2	–	Sell	-2,910	Closed	-$190K	–	199
2023 Q1	$190K	Buy	+2,910	New	+$190K	0.06%	109