I made a small but deliberate change to my portfolio. A week ago, I wrote about how money, incentives, and responsibility don’t disappear just because they’re abstracted through markets. I wanted to offer a practical example of what applying that idea can look like. I sold my U.S. small-cap ETF in my retirement accounts because it owned two companies whose businesses are significantly tied to contracts with Immigration and Customs Enforcement. I replaced it with a very simil