Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 22 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 |
|---|---|---|---|---|
| WSFS FINANCIAL CORP | 21,382 | reported | 15 Apr 2023 | tx 30+79,358−10,515 |
| Bancorp, Inc. | 18,169 | reported | 27 Feb 2026 | tx 8+18,169 |
| Capital Bancorp Inc | 1,434 | reported | 12 Nov 2025 | tx 23+12,827−4,866 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | PURCHASE | Bancorp, Inc. | 1,000 | 55.00 USD | |
| 27 Feb 2026 | PURCHASE | Bancorp, Inc. | 1,000 | 55.51 USD | |
| 09 Feb 2026 | PURCHASE | Bancorp, Inc. | 800 | 62.00 USD | |
| 06 Feb 2026 | PURCHASE | Bancorp, Inc. | 200 | 60.50 USD | |
| 10 Feb 2026 | PURCHASE | Bancorp, Inc. | 2,000 | 60.54 USD | |
| 09 Feb 2026 | GRANT_AWARD | Bancorp, Inc. | 9,669 | — | |
| 14 Nov 2025 | PURCHASE | Bancorp, Inc. | 1,800 | 61.24 USD | |
| 12 Nov 2025 | PURCHASE | Bancorp, Inc. | 1,700 | 64.64 USD | |
| 12 Nov 2025 | SALE | Capital Bancorp Inc | 3,400 | 27.95 USD | |
| 31 Jul 2025 | PURCHASE | Capital Bancorp Inc | 600 | 31.11 USD | |
| 15 Jul 2025 | TAX_WITHHOLDING | Capital Bancorp Inc | 316 | 35.68 USD | |
| 15 Jul 2025 | EXERCISE | Capital Bancorp Inc | 1,150 | 0.00 USD | |
| 15 Jul 2025 | EXERCISE | Capital Bancorp Inc | 1,150 | 0.00 USD | deriv |
| 12 Mar 2025 | PURCHASE | Capital Bancorp Inc | 225 | 28.20 USD | |
| 12 Mar 2025 | PURCHASE | Capital Bancorp Inc | 675 | 28.15 USD | |
| 04 Mar 2025 | PURCHASE | Capital Bancorp Inc | 126 | 29.00 USD | |
| 04 Mar 2025 | PURCHASE | Capital Bancorp Inc | 374 | 29.50 USD | |
| 03 Mar 2025 | GRANT_AWARD | Capital Bancorp Inc | 473 | 0.00 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | Capital Bancorp Inc | 1,754 | 0.00 USD | deriv |
| 04 Nov 2024 | PURCHASE | Capital Bancorp Inc | 185 | 25.48 USD | |
| 04 Nov 2024 | PURCHASE | Capital Bancorp Inc | 119 | 25.52 USD | |
| 04 Nov 2024 | PURCHASE | Capital Bancorp Inc | 99 | 25.51 USD | |
| 04 Nov 2024 | PURCHASE | Capital Bancorp Inc | 1 | 25.50 USD | anomaly |
| 04 Nov 2024 | PURCHASE | Capital Bancorp Inc | 300 | 25.59 USD | |
| 04 Nov 2024 | PURCHASE | Capital Bancorp Inc | 296 | 25.49 USD |
1 purchase reported after at least 12 months of silence — most recent on 01 Nov 2024.