Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Corient Registered Alternatives Fund | 10,000 | reported | 03 Feb 2025 | tx 1+10,000 |
| Sound Point Meridian Capital, Inc. | 9,644.23 | reported | 13 Feb 2026 | tx 5+9,318 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | PURCHASE | Sound Point Meridian Capital, Inc. | 2,000 | 11.50 USD | |
| 19 Dec 2025 | PURCHASE | Sound Point Meridian Capital, Inc. | 1,000 | 13.60 USD | |
| 17 Dec 2025 | PURCHASE | Sound Point Meridian Capital, Inc. | 1,200 | 13.70 USD | |
| 18 Dec 2025 | PURCHASE | Sound Point Meridian Capital, Inc. | 4,118 | 13.60 USD | |
| 03 Feb 2025 | PURCHASE | Corient Registered Alternatives Fund | 10,000 | 10.00 USD | |
| 21 Nov 2024 | PURCHASE | Sound Point Meridian Capital, Inc. | 1,000 | 20.25 USD |