Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Unique Fabricating, Inc. | 368,333 | reported | 07 Nov 2022 | tx 11+159,372−21,993 |
| BGSF, INC. | 146,802 | reported | 06 May 2026 | tx 83+132,976.1−57,820 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | BGSF, INC. | 3,691 | 0.00 USD | |
| 04 Feb 2026 | GRANT_AWARD | BGSF, INC. | 3,354 | 0.00 USD | |
| 05 Nov 2025 | GRANT_AWARD | BGSF, INC. | 5,482 | 0.00 USD | |
| 05 Aug 2025 | GRANT_AWARD | BGSF, INC. | 2,686 | 0.00 USD | |
| 05 Aug 2025 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 05 Aug 2025 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 05 Aug 2025 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 05 Aug 2025 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 05 Aug 2025 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | BGSF, INC. | 5,859 | 0.00 USD | |
| 05 Feb 2025 | GRANT_AWARD | BGSF, INC. | 3,613 | 0.00 USD | |
| 06 Nov 2024 | GRANT_AWARD | BGSF, INC. | 2,435 | 0.00 USD | |
| 07 Aug 2024 | GRANT_AWARD | BGSF, INC. | 2,145 | 0.00 USD | |
| 07 Aug 2024 | EXERCISE | BGSF, INC. | 7,500 | 7.10 USD | |
| 07 Aug 2024 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 07 Aug 2024 | EXERCISE | BGSF, INC. | 7,500 | 0.00 USD | deriv |
| 07 Aug 2024 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 07 Aug 2024 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 07 Aug 2024 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 07 Aug 2024 | GRANT_AWARD | BGSF, INC. | 1,000 | 0.00 USD | deriv |
| 08 May 2024 | GRANT_AWARD | BGSF, INC. | 2,054 | 0.00 USD | |
| 07 Feb 2024 | GRANT_AWARD | BGSF, INC. | 1,831 | 0.00 USD | |
| 08 Nov 2023 | GRANT_AWARD | BGSF, INC. | 1,976 | 0.00 USD | |
| 09 Aug 2023 | GRANT_AWARD | BGSF, INC. | 500 | 0.00 USD | deriv |
| 09 Aug 2023 | GRANT_AWARD | BGSF, INC. | 500 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 09 Nov 2020.