PUREfi Wealth’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Sell	431,489 -28,533	-6%	-$744K	9%	1
2025 Q1	$12M	Sell	460,022 -9,912	-2%	-$258K	11.97%	1
2024 Q4	$12.2M	Buy	+469,934	New	+$12.2M	11.94%	1