Sector Focus: 80% of trades are in Consumer Discretionary.
Concentrated Holdings: Top positions (SIRI, LLYVK, FNF) account for 70% of all trades, with SIRI alone at 40%.
Managed Accounts: 100% of trades occur within managed sub-accounts (including IRA), suggesting professional financial management rather than direct trading.
Exchange Activity: 40% of transactions are exchanges, indicating restructuring or fund conversions rather than outright buying or selling.
