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 |
|---|---|---|---|---|
| Quest Resource Holding Corp | 52,485 | reported | 02 Sept 2025 | tx 13+74,963−20,585 |
| TriState Capital Holdings, Inc. | 0 | reported | 01 Jun 2022 | tx 8+13,387.24−12,412.24 |
| TRANSACT TECHNOLOGIES INC | 0 | reported | 04 May 2026 | tx 27+81,059−17,800 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,700 | — | |
| 04 May 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,700 | — | deriv |
| 01 Mar 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,600 | — | |
| 27 Feb 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 2,850 | — | |
| 28 Feb 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,675 | — | |
| 27 Feb 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 2,850 | — | deriv |
| 01 Mar 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,600 | — | deriv |
| 28 Feb 2026 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,675 | — | deriv |
| 24 Feb 2026 | GRANT_AWARD | TRANSACT TECHNOLOGIES INC | 14,700 | 0.00 USD | deriv |
| 02 Sept 2025 | PURCHASE | Quest Resource Holding Corp | 4,000 | 1.82 USD | |
| 13 Aug 2025 | GRANT_AWARD | Quest Resource Holding Corp | 20,000 | — | |
| 12 Aug 2025 | EXERCISE | Quest Resource Holding Corp | 10,409 | — | |
| 12 Aug 2025 | EXERCISE | Quest Resource Holding Corp | 10,409 | 0.00 USD | deriv |
| 04 May 2025 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,700 | 0.00 USD | |
| 04 May 2025 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,700 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | Quest Resource Holding Corp | 1,893 | 2.60 USD | |
| 18 Mar 2025 | PURCHASE | Quest Resource Holding Corp | 2,500 | 3.04 USD | |
| 01 Mar 2025 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,600 | 0.00 USD | |
| 28 Feb 2025 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,675 | 0.00 USD | |
| 01 Mar 2025 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,600 | — | deriv |
| 27 Feb 2025 | GRANT_AWARD | TRANSACT TECHNOLOGIES INC | 11,400 | 0.00 USD | deriv |
| 28 Feb 2025 | EXERCISE | TRANSACT TECHNOLOGIES INC | 1,675 | — | deriv |
| 16 Aug 2024 | EXERCISE | Quest Resource Holding Corp | 10,176 | — | |
| 20 Nov 2024 | PURCHASE | Quest Resource Holding Corp | 1,400 | 6.71 USD | |
| 16 Aug 2024 | EXERCISE | Quest Resource Holding Corp | 10,176 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 06 Jun 2023.