Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 34 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 |
|---|---|---|---|---|
| EverQuote, Inc. | 2,598,154 | reported | 10 Aug 2025 | tx 381+18,186,637−14,629,213 |
| Strategy Inc | 39,200 | reported | 13 Feb 2004 | tx 18−10,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Aug 2025 | OTHER | EverQuote, Inc. | 900,000 | 23.33 USD | |
| 29 May 2025 | OTHER | EverQuote, Inc. | 14,153 | — | |
| 25 Mar 2025 | SALE | EverQuote, Inc. | 4,393 | 30.00 USD | |
| 25 Mar 2025 | SALE | EverQuote, Inc. | 513 | 30.00 USD | |
| 25 Mar 2025 | SALE | EverQuote, Inc. | 4,946 | 30.00 USD | |
| 24 Mar 2025 | SALE | EverQuote, Inc. | 8,030 | 28.67 USD | |
| 24 Mar 2025 | SALE | EverQuote, Inc. | 716 | 29.61 USD | |
| 24 Mar 2025 | SALE | EverQuote, Inc. | 9,041 | 28.67 USD | |
| 24 Mar 2025 | SALE | EverQuote, Inc. | 806 | 29.61 USD | |
| 24 Mar 2025 | SALE | EverQuote, Inc. | 938 | 28.67 USD | |
| 24 Mar 2025 | SALE | EverQuote, Inc. | 84 | 29.61 USD | |
| 21 Mar 2025 | SALE | EverQuote, Inc. | 9,069 | 28.67 USD | |
| 21 Mar 2025 | SALE | EverQuote, Inc. | 87,367 | 28.67 USD | |
| 21 Mar 2025 | SALE | EverQuote, Inc. | 77,600 | 28.67 USD | |
| 20 Mar 2025 | SALE | EverQuote, Inc. | 284 | 28.40 USD | |
| 20 Mar 2025 | SALE | EverQuote, Inc. | 2,430 | 28.40 USD | |
| 20 Mar 2025 | SALE | EverQuote, Inc. | 2,736 | 28.40 USD | |
| 19 Mar 2025 | SALE | EverQuote, Inc. | 401 | 28.40 USD | |
| 19 Mar 2025 | SALE | EverQuote, Inc. | 452 | 28.40 USD | |
| 19 Mar 2025 | SALE | EverQuote, Inc. | 47 | 28.40 USD | |
| 28 Feb 2025 | SALE | EverQuote, Inc. | 638 | 26.80 USD | |
| 28 Feb 2025 | SALE | EverQuote, Inc. | 5,455 | 26.80 USD | |
| 28 Feb 2025 | SALE | EverQuote, Inc. | 6,141 | 26.80 USD | |
| 26 Feb 2025 | SALE | EverQuote, Inc. | 973 | 26.83 USD | |
| 26 Feb 2025 | SALE | EverQuote, Inc. | 9,367 | 26.83 USD |