Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 |
|---|---|---|---|---|
| Altus Power, Inc. | 2,360,000 | reported | 16 Apr 2025 | tx 42+50,147,653−19,923,645 |
| Full Circle Capital Corp | 2,120,793 | reported | 03 Nov 2016 | tx 18+5,443,711−2,120,793 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 1,359,148 | — | |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 2,360,000 | — | |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 2,596,170 | — | |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 462,781 | — | |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 9,684,603 | — | |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 261,942 | — | deriv |
| 16 Apr 2025 | OTHER | Altus Power, Inc. | 49,023 | — | deriv |
| 28 Mar 2025 | GRANT_AWARD | Altus Power, Inc. | 462,000 | 0.00 USD | |
| 28 Mar 2025 | GRANT_AWARD | Altus Power, Inc. | 103,387 | 0.00 USD | |
| 07 Apr 2025 | SALE | Altus Power, Inc. | 87,048 | 4.96 USD | |
| 31 Mar 2025 | SALE | Altus Power, Inc. | 83,936 | 4.95 USD | |
| 20 Feb 2025 | SALE | Altus Power, Inc. | 71,161 | 4.91 USD | |
| 07 Jun 2024 | PURCHASE | Altus Power, Inc. | 34,139 | 3.99 USD | |
| 04 Jun 2024 | PURCHASE | Altus Power, Inc. | 25,000 | 3.99 USD | |
| 03 Jun 2024 | PURCHASE | Altus Power, Inc. | 8,285 | 4.03 USD | |
| 31 May 2024 | PURCHASE | Altus Power, Inc. | 82,576 | 3.90 USD | |
| 22 Mar 2024 | TAX_WITHHOLDING | Altus Power, Inc. | 56,849 | 4.79 USD | |
| 28 Mar 2024 | GRANT_AWARD | Altus Power, Inc. | 263,598 | 0.00 USD | |
| 28 Mar 2024 | GRANT_AWARD | Altus Power, Inc. | 198,248 | 0.00 USD | |
| 28 Mar 2024 | GRANT_AWARD | Altus Power, Inc. | 175,732 | 0.00 USD | deriv |
| 28 Mar 2024 | PURCHASE | Altus Power, Inc. | 12,500 | 4.78 USD | |
| 31 May 2023 | PURCHASE | Altus Power, Inc. | 22,500 | 4.49 USD | |
| 19 May 2023 | PURCHASE | Altus Power, Inc. | 50,000 | 4.43 USD | first after silence |
| 22 May 2023 | PURCHASE | Altus Power, Inc. | 25,000 | 4.41 USD | |
| 31 Mar 2023 | OTHER | Altus Power, Inc. | 1,340,000 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 19 May 2023.