Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Tekla World Healthcare Fund | 1,000 | reported | 16 Jul 2024 | tx 1+1,000 |
| H&Q LIFE SCIENCES INVESTORS | 1,000 | reported | 16 Jul 2024 | tx 1+1,000 |
| H&Q HEALTHCARE INVESTORS | 1,000 | reported | 16 Jul 2024 | tx 1+1,000 |
| Tekla Healthcare Opportunities Fund | 1,000 | reported | 16 Jul 2024 | tx 1+1,000 |
| JAPAN EQUITY FUND INC | 0 | reported | 10 Oct 2025 | tx 3+1,000−1,000 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Oct 2025 | OTHER | JAPAN EQUITY FUND INC | 364 | — | |
| 03 Sept 2025 | OTHER | JAPAN EQUITY FUND INC | 636 | 8.04 USD | |
| 02 Oct 2024 | PURCHASE | JAPAN EQUITY FUND INC | 1,000 | 6.19 USD | |
| 16 Jul 2024 | PURCHASE | Tekla World Healthcare Fund | 1,000 | 13.31 USD | |
| 16 Jul 2024 | PURCHASE | H&Q HEALTHCARE INVESTORS | 1,000 | 18.88 USD | |
| 16 Jul 2024 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 1,000 | 15.53 USD | |
| 16 Jul 2024 | PURCHASE | Tekla Healthcare Opportunities Fund | 1,000 | 21.30 USD |