RP
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Riverwater Partners’s Donaldson DCI Stock Holding History

Riverwater Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Sell
3,068
-1,845
-38% -$178K 0.09% 185
2025
Q4 		$436K Hold
4,913
– – 0.17% 135
2025
Q3 		$402K Buy
4,913
+7
+0.1% +$528 0.17% 141
2025
Q2 		$340K Sell
4,906
-68
-1% -$4.57K 0.16% 151
2025
Q1 		$334K Buy
4,974
+460
+10% +$31.8K 0.17% 138
2024
Q4 		$304K Buy
4,514
+761
+20% +$56.1K 0.15% 168
2024
Q3 		$276K Sell
3,753
-45
-1% -$3.25K 0.14% 173
2024
Q2 		$272K Sell
3,798
-240
-6% -$17.6K 0.2% 150
2024
Q1 		$302K Hold
4,038
– – 0.22% 146
2023
Q4 		$264K Hold
4,038
– – 0.21% 158
2023
Q3 		$241K Sell
4,038
-505
-11% -$31.3K 0.22% 161
2023
Q2 		$284K Sell
4,543
-643
-12% -$40.2K 0.25% 135
2023
Q1 		$339K Buy
5,186
+45
+0.9% +$2.83K 0.31% 99
2022
Q4 		$303K Buy
5,141
+666
+15% +$38.1K 0.26% 126
2022
Q3 		$219K Sell
4,475
-160
-3% -$8.35K 0.22% 160
2022
Q2 		$223K Buy
+4,635
New +$233K 0.22% 166

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