L.J. Altfest & Co’s SPDR S&P Insurance ETF KIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-34,751	Closed	-$1.96M	–	347
2024 Q4	$1.96M	Buy	+34,751	New	+$1.96M	0.25%	73
2023 Q2	–	Sell	-58,445	Closed	-$2.3M	–	301
2023 Q1	$2.3M	Buy	+58,445	New	+$2.3M	0.36%	44