Transform Wealth’s iPath Shiller CAPE ETN CAPD Stock Holding History

Transform Wealth’s Portfolio CAPD Stock Details CAPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$342K	Sell
2022 Q2	$579K	Sell
2022 Q1	$957K	Buy
2021 Q4	$952K	Sell
2021 Q3	$5.11M	Buy