Forthright Family Wealth Advisory’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.15M	Sell	114,201 -1,668	-1%	-$46.1K	2%	13
2025 Q1	$3.16M	Buy	115,869 +1,284	+1%	+$35.1K	2.09%	13
2024 Q4	$3.13M	Buy	114,585 +29,401	+35%	+$802K	2.03%	13
2024 Q3	$2.36M	Buy	+85,184	New	+$2.36M	1.52%	19