Osprey Private Wealth’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Hold
3,200
0.12% 47
2025
Q1
$215K Hold
3,200
0.13% 47
2024
Q4
$216K Hold
3,200
0.15% 46
2024
Q3
$236K Buy
+3,200
New +$236K 0.17% 44