Spouse-Managed Portfolio: 100% of trades are executed through a spouse's accounts.
Net Seller: 100% of transactions are sales, suggesting a portfolio wind-down or systematic profit-taking approach.
Highly Diversified: Trades across 58 different tickers with no single stock exceeding 9% of activity.
Managed Accounts: 100% of trades occur within managed sub-accounts (including trust), suggesting professional financial management rather than direct trading.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
