Net Seller: 97% of transactions are sales, suggesting a portfolio wind-down or systematic profit-taking approach.
Managed Accounts: 100% of trades occur within managed sub-accounts (including IRA), suggesting professional financial management rather than direct trading.
Top Holdings: Most frequently traded stocks include AAPL, AMZN, AXP, BAC.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
