Regal Investment Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,609	Closed	-$269K	–	571
2024 Q1	$269K	Sell	9,609 -49	-0.5%	-$1.37K	0.02%	482
2023 Q4	$256K	Buy	+9,658	New	+$256K	0.02%	450