Caitlin John’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-48	Closed	-$23.1K	–	333
2024 Q4	$23.1K	Buy	48 +1	+2%	+$480	0.02%	341
2024 Q3	$23.1K	Buy	+47	New	+$23.1K	0.01%	357