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Sylvest Advisors’s Donaldson DCI Stock Holding History

Sylvest Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$633K Buy
9,132
+1,237
+16% +$85.8K 0.36% 37
2025
Q1 		$529K Buy
+7,895
New +$529K 0.33% 43