Patriot Financial Group Insurance Agency’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.86M	Buy	55,705 +12,098	+28%	+$405K	0.21%	121
2025 Q1	$1.35M	Buy	43,607 +11,711	+37%	+$363K	0.18%	139
2024 Q4	$997K	Buy	31,896 +7,791	+32%	+$244K	0.13%	178
2024 Q3	$748K	Buy	+24,105	New	+$748K	0.1%	222