Spouse-Managed Portfolio: 86% of trades are executed through a spouse's accounts.
Diversified Sectors: Trades spread across 8 sectors with no single sector exceeding 27% of activity.
Highly Diversified: Trades across 47 different tickers with no single stock exceeding 6% of activity.
Managed Accounts: 100% of trades occur within managed sub-accounts (including IRA, trust), suggesting professional financial management rather than direct trading.
Accelerating Activity: Trading frequency has increased significantly in recent periods, roughly 3x the earlier pace.
Active Trader: Averages about 14 trades per month across the portfolio.
