Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| BLACKBERRY Ltd | 190,592 | reported | 31 May 2026 | tx 11+225,592 |
| INSEEGO CORP. | 177,763 | reported | 15 Nov 2024 | tx 5+524,261 |
| LANTRONIX INC | 67,000 | reported | 12 Nov 2024 | tx 13+126,907−21,154 |
| LSI LOGIC CORP | 30,292 | reported | 20 Aug 2008 | tx 31+650,000−168,252 |
| SKYWORKS SOLUTIONS, INC. | 19,183 | reported | 11 Nov 2025 | tx 9+610,584−18,401 |
| Seagate Technology Holdings plc | 16,069 | reported | 11 Jan 2018 | tx 25+356,656−135,817 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 May 2026 | GRANT_AWARD | BLACKBERRY Ltd | 8,750 | — | deriv |
| 28 Feb 2026 | GRANT_AWARD | BLACKBERRY Ltd | 23,230 | — | deriv |
| 30 Nov 2025 | GRANT_AWARD | BLACKBERRY Ltd | 19,302 | — | deriv |
| 11 Nov 2025 | TAX_WITHHOLDING | SKYWORKS SOLUTIONS, INC. | 1,934 | 68.85 USD | |
| 11 Nov 2025 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 3,808 | 0.00 USD | |
| 11 Nov 2025 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 87,145 | 0.00 USD | deriv |
| 05 Nov 2025 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 10,921 | — | |
| 05 Nov 2025 | TAX_WITHHOLDING | SKYWORKS SOLUTIONS, INC. | 5,546 | 73.46 USD | |
| 05 Nov 2025 | EXERCISE | SKYWORKS SOLUTIONS, INC. | 10,921 | 0.00 USD | deriv |
| 31 Aug 2025 | GRANT_AWARD | BLACKBERRY Ltd | 14,132 | — | deriv |
| 31 May 2025 | GRANT_AWARD | BLACKBERRY Ltd | 13,172 | — | deriv |
| 28 Feb 2025 | GRANT_AWARD | BLACKBERRY Ltd | 10,631 | — | deriv |
| 25 Feb 2025 | PURCHASE | SKYWORKS SOLUTIONS, INC. | 10,000 | 66.13 USD | |
| 17 Feb 2025 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 43,682 | 0.00 USD | deriv |
| 17 Feb 2025 | GRANT_AWARD | SKYWORKS SOLUTIONS, INC. | 455,028 | 0.00 USD | deriv |
| 30 Nov 2024 | GRANT_AWARD | BLACKBERRY Ltd | 18,551 | — | deriv |
| 15 Nov 2024 | PURCHASE | INSEEGO CORP. | 10,000 | 12.40 USD | |
| 12 Nov 2024 | PURCHASE | LANTRONIX INC | 20,000 | 2.65 USD | |
| 04 Nov 2024 | EXERCISE | LANTRONIX INC | 8,484 | 0.00 USD | |
| 04 Nov 2024 | EXERCISE | LANTRONIX INC | 8,484 | 0.00 USD | deriv |
| 05 Nov 2024 | GRANT_AWARD | LANTRONIX INC | 19,599 | 0.00 USD | deriv |
| 31 Aug 2024 | GRANT_AWARD | BLACKBERRY Ltd | 21,293 | — | deriv |
| 30 Jul 2024 | GRANT_AWARD | INSEEGO CORP. | 32,397 | 0.00 USD | |
| 30 Jul 2024 | GRANT_AWARD | INSEEGO CORP. | 100,000 | 0.00 USD | |
| 28 Jun 2024 | GRANT_AWARD | INSEEGO CORP. | 28,205 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 13 Sept 2023.