High Frequency: Averages 28 trades per month, indicating a very active portfolio management style.
Diversified Sectors: Trades spread across 11 sectors with no single sector exceeding 18% of activity.
Highly Diversified: Trades across 138 different tickers with no single stock exceeding 2% of activity.
Managed Accounts: 100% of trades occur within managed sub-accounts (including trust), suggesting professional financial management rather than direct trading.
Increasing Sales: Recent activity has shifted toward selling (92% sells) compared to earlier periods (6% sells).
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
