Simplicity 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	$2.25M	Buy	86,208 +60,439	+235%	+$1.58M	0.09%	201
2025 Q1	$670K	Buy	+25,769	New	+$670K	0.05%	299
2024 Q4	–	Sell	-17,713	Closed	-$465K	–	363
2024 Q3	$465K	Buy	+17,713	New	+$465K	0.04%	306