Digital Assets, Financial Technology, and Artificial Intelligence·Financial Institutions
Service
House
FloridaDist. 19
2021–2027(3)
Trading Style
Split Portfolio: Trading is divided between personal (53%) and spouse accounts (47%).
Highly Diversified: Trades across 62 different tickers with no single stock exceeding 4% of activity.
Managed Accounts: 73% of trades occur within managed sub-accounts (including IRA), suggesting professional financial management rather than direct trading.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
