Marshall Investment Management’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 Q2	–	Sell	-23,049	Closed	-$1.4M	–	129
2025 Q1	$1.4M	Sell	23,049 -1,302	-5%	-$78.8K	0.87%	38
2024 Q4	$1.38M	Buy	+24,351	New	+$1.38M	0.81%	38