Richmond Investment Services’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	$822K	Buy	24,583 +11,747	+92%	+$393K	0.17%	83
2025 Q1	$398K	Sell	12,836 -5,731	-31%	-$178K	0.22%	69
2024 Q4	$581K	Buy	+18,567	New	+$581K	0.33%	51