Sanctuary Advisors’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.57M Buy
21,882
+2,095
+11% +$150K 0.01% 1005
2024
Q3
$1.53M Buy
19,787
+4,908
+33% +$380K 0.01% 1026
2024
Q2
$1.08M Buy
+14,879
New +$1.08M 0.01% 1159