Intelligence and Special Operations·Military Personnel
Service
House
CaliforniaDist. 31, 39
2019–2027(2)
Trading Style
High Frequency: Averages 72 trades per month, indicating a very active portfolio management style.
Diversified Sectors: Trades spread across 12 sectors with no single sector exceeding 19% of activity.
Highly Diversified: Trades across 360 different tickers with no single stock exceeding 3% of activity.
Managed Accounts: 100% of trades occur within managed sub-accounts (including trust), suggesting professional financial management rather than direct trading.
Accelerating Activity: Trading frequency has increased significantly in recent periods, roughly 3x the earlier pace.
Medium-Term Holds: Estimated median holding period of about 68 days, balancing between active trading and position building.
