Opal Wealth Advisors’s Donaldson DCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.7K	Sell	774 -314	-29%	-$21.8K	0.01%	366
2025 Q1	$72.9K	Buy	+1,088	New	+$72.9K	0.02%	309
2024 Q3	–	Sell	-189	Closed	-$13.5K	–	425
2024 Q2	$13.5K	Buy	+189	New	+$13.5K	﹤0.01%	598