Morling Financial Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-12,528
Closed -$279K 88
2022
Q1
$279K Buy
12,528
+335
+3% +$7.46K 0.35% 40
2021
Q4
$278K Buy
+12,193
New +$278K 0.27% 36