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 |
|---|---|---|---|---|
| SPECIAL OPPORTUNITIES FUND, INC. | 2,583 | reported | 05 Apr 2022 | tx 6+3,096−29,036 |
| HIGH INCOME SECURITIES FUND | 1,628 | reported | 16 Jan 2026 | tx 19+7,460−5,207 |
| MEXICO EQUITY & INCOME FUND INC | 1,058 | reported | 15 Oct 2021 | tx 12+16,903−7,532 |
| Total Return Securities Fund | 334 | reported | 23 Jan 2026 | tx 2+468−166 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Jan 2026 | OTHER | Total Return Securities Fund | 166 | 6.81 USD | |
| 16 Jan 2026 | PURCHASE | HIGH INCOME SECURITIES FUND | 1,628 | 6.14 USD | |
| 16 Jan 2026 | PURCHASE | HIGH INCOME SECURITIES FUND | 1,628 | 6.15 USD | first after silence |
| 11 Dec 2025 | EXERCISE | Total Return Securities Fund | 468 | 6.07 USD | |
| 04 Feb 2025 | SALE | HIGH INCOME SECURITIES FUND | 9 | 6.71 USD | |
| 04 Feb 2025 | SALE | HIGH INCOME SECURITIES FUND | 72 | 6.71 USD | |
| 04 Feb 2025 | SALE | HIGH INCOME SECURITIES FUND | 236 | 6.71 USD | |
| 04 Feb 2025 | SALE | HIGH INCOME SECURITIES FUND | 114 | 6.71 USD | |
| 12 Dec 2024 | OTHER | HIGH INCOME SECURITIES FUND | 998 | 7.07 USD | |
| 12 Dec 2024 | OTHER | HIGH INCOME SECURITIES FUND | 70 | 7.07 USD | |
| 12 Dec 2024 | OTHER | HIGH INCOME SECURITIES FUND | 632 | 7.07 USD | |
| 12 Dec 2024 | OTHER | HIGH INCOME SECURITIES FUND | 2,073 | 7.07 USD | |
| 15 Aug 2024 | EXERCISE | HIGH INCOME SECURITIES FUND | 1,102 | 6.48 USD | |
| 15 Aug 2024 | EXERCISE | HIGH INCOME SECURITIES FUND | 2,284 | 6.48 USD | |
| 15 Aug 2024 | EXERCISE | HIGH INCOME SECURITIES FUND | 694 | 6.48 USD | |
| 15 Aug 2024 | EXERCISE | HIGH INCOME SECURITIES FUND | 78 | 6.48 USD | |
| 27 Jun 2024 | PURCHASE | HIGH INCOME SECURITIES FUND | 10 | 6.92 USD | |
| 27 Jun 2024 | PURCHASE | HIGH INCOME SECURITIES FUND | 1 | 6.91 USD | |
| 27 Jun 2024 | PURCHASE | HIGH INCOME SECURITIES FUND | 10 | 6.92 USD | first after silence |
| 27 Jun 2024 | PURCHASE | HIGH INCOME SECURITIES FUND | 25 | 6.92 USD | |
| 05 Apr 2022 | OTHER | SPECIAL OPPORTUNITIES FUND, INC. | 513 | 15.69 USD | |
| 15 Oct 2021 | EXERCISE | MEXICO EQUITY & INCOME FUND INC | 529 | 8.90 USD | |
| 15 Oct 2021 | EXERCISE | MEXICO EQUITY & INCOME FUND INC | 474 | 8.90 USD | |
| 19 Mar 2019 | OTHER | HIGH INCOME SECURITIES FUND | 1,003 | 9.25 USD | |
| 04 Apr 2016 | PURCHASE | MEXICO EQUITY & INCOME FUND INC | 900 | 11.02 USD |
4 purchases reported after at least 12 months of silence — most recent on 16 Jan 2026.