Patriot Financial Group Insurance Agency’s Capital Group Growth ETF CGGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Buy	7,254 +139	+2%	+$5.65K	0.03%	410
2025 Q1	$244K	Sell	7,115 -587	-8%	-$20.1K	0.03%	418
2024 Q4	$286K	Sell	7,702 -23	-0.3%	-$855	0.04%	378
2024 Q3	$269K	Buy	7,725 +1,334	+21%	+$46.4K	0.04%	407
2024 Q2	$210K	Buy	+6,391	New	+$210K	0.03%	439