Diversified Sectors: Trades spread across 9 sectors with no single sector exceeding 21% of activity.
Highly Diversified: Trades across 35 different tickers with no single stock exceeding 5% of activity.
Managed Accounts: 76% of trades occur within managed sub-accounts (including IRA), suggesting professional financial management rather than direct trading.
Long-Term Holder: Estimated median holding period exceeds 21 months, reflecting a buy-and-hold investment philosophy.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
