Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Willdan Group, Inc. | 10,287 | reported | 09 Jun 2021 | tx 6+11,287−1,000 |
| Global Water Resources, Inc. | 0 | reported | 31 Dec 2025 | tx 187+34,857.23−4,986 |
| Aris Water Solutions, Inc. | 0 | reported | 15 Oct 2025 | tx 8+49,483−49,483 |
| AquaVenture Holdings Ltd | 0 | reported | 30 Mar 2020 | tx 4+11,080−11,080 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | OTHER | Global Water Resources, Inc. | 2,493 | 8.45 USD | |
| 31 Dec 2025 | EXERCISE | Global Water Resources, Inc. | 313 | 0.00 USD | |
| 31 Dec 2025 | EXERCISE | Global Water Resources, Inc. | 2,180 | 0.00 USD | |
| 31 Dec 2025 | EXERCISE | Global Water Resources, Inc. | 313 | 0.00 USD | deriv |
| 30 Dec 2025 | GRANT_AWARD | Global Water Resources, Inc. | 7 | 0.00 USD | deriv |
| 31 Dec 2025 | EXERCISE | Global Water Resources, Inc. | 2,180 | 0.00 USD | deriv |
| 19 Nov 2025 | GRANT_AWARD | Global Water Resources, Inc. | 1,192 | 8.68 USD | |
| 26 Nov 2025 | GRANT_AWARD | Global Water Resources, Inc. | 7 | 0.00 USD | deriv |
| 31 Oct 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 15 Oct 2025 | OTHER | Aris Water Solutions, Inc. | 47,983 | — | |
| 30 Sept 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 29 Aug 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 20 Aug 2025 | GRANT_AWARD | Global Water Resources, Inc. | 1,067 | 9.70 USD | |
| 31 Jul 2025 | GRANT_AWARD | Global Water Resources, Inc. | 7 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 30 May 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 21 May 2025 | GRANT_AWARD | Global Water Resources, Inc. | 1,015 | 10.20 USD | |
| 30 Apr 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | Global Water Resources, Inc. | 6 | 0.00 USD | deriv |
| 01 Mar 2025 | GRANT_AWARD | Aris Water Solutions, Inc. | 5,901 | 0.00 USD | |
| 12 Mar 2025 | GRANT_AWARD | Global Water Resources, Inc. | 912 | 11.35 USD | |
| 28 Feb 2025 | GRANT_AWARD | Global Water Resources, Inc. | 5 | 0.00 USD | deriv |
| 31 Jan 2025 | GRANT_AWARD | Global Water Resources, Inc. | 5 | 0.00 USD | deriv |
| 30 Dec 2024 | GRANT_AWARD | Global Water Resources, Inc. | 5 | 0.00 USD | deriv |
| 27 Nov 2024 | GRANT_AWARD | Global Water Resources, Inc. | 5 | 0.00 USD | deriv |