Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 26 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 |
|---|---|---|---|---|
| InPoint Commercial Real Estate Income, Inc. | 3,843.82 | reported | 18 Sept 2025 | tx 9+4,468.6 |
| MALVERN BANCORP, INC. | 0 | reported | 17 Jul 2023 | tx 65+30,756.51−30,754.85 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Sept 2025 | GRANT_AWARD | InPoint Commercial Real Estate Income, Inc. | 623.86 | 0.00 USD | |
| 12 Sept 2024 | GRANT_AWARD | InPoint Commercial Real Estate Income, Inc. | 603.75 | 0.00 USD | |
| 29 Sept 2023 | GRANT_AWARD | InPoint Commercial Real Estate Income, Inc. | 574.02 | 0.00 USD | |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 14,140 | — | |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 9,448.85 | — | |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,000 | — | deriv |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,000 | — | deriv |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,000 | — | deriv |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,000 | — | deriv |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,000 | — | deriv |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,000 | — | deriv |
| 17 Jul 2023 | OTHER | MALVERN BANCORP, INC. | 1,166 | — | deriv |
| 06 Jul 2023 | PURCHASE | MALVERN BANCORP, INC. | 182.65 | 15.86 USD | |
| 05 Jun 2023 | PURCHASE | MALVERN BANCORP, INC. | 153.48 | 15.77 USD | |
| 03 May 2023 | PURCHASE | MALVERN BANCORP, INC. | 192.38 | 15.06 USD | |
| 03 Apr 2023 | PURCHASE | MALVERN BANCORP, INC. | 156.07 | 15.50 USD | |
| 06 Mar 2023 | GRANT_AWARD | MALVERN BANCORP, INC. | 700 | 0.00 USD | |
| 06 Mar 2023 | GRANT_AWARD | MALVERN BANCORP, INC. | 1,000 | 0.00 USD | deriv |
| 03 Mar 2023 | PURCHASE | MALVERN BANCORP, INC. | 136.17 | 17.77 USD | |
| 03 Feb 2023 | PURCHASE | MALVERN BANCORP, INC. | 263.41 | 17.70 USD | |
| 03 Jan 2023 | PURCHASE | MALVERN BANCORP, INC. | 121.07 | 17.62 USD | |
| 01 Dec 2022 | PURCHASE | MALVERN BANCORP, INC. | 202.52 | 14.30 USD | |
| 01 Nov 2022 | PURCHASE | MALVERN BANCORP, INC. | 320.72 | 14.69 USD | |
| 03 Oct 2022 | PURCHASE | MALVERN BANCORP, INC. | 237.13 | 14.43 USD | |
| 03 Oct 2022 | GRANT_AWARD | InPoint Commercial Real Estate Income, Inc. | 511.46 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 May 2020.