Synergy Investment Management’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,050	Closed	-$403K	–	148
2025 Q1	$403K	Buy	13,050 +6,350	+95%	+$196K	0.17%	84
2024 Q4	$199K	Buy	+6,700	New	+$199K	0.09%	120