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 |
|---|---|---|---|---|
| Fluent, Inc. | 3,089,676 | reported | 13 Mar 2026 | tx 8+122,037−90,660 |
| Rocky Mountain Chocolate Factory, Inc. | 1,816,553 | reported | 24 Oct 2024 | tx 13+655,869−12,225 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | PURCHASE | Fluent, Inc. | 65,148 | 3.47 USD | |
| 12 Mar 2026 | PURCHASE | Fluent, Inc. | 17,207 | 3.49 USD | first after silence |
| 16 Dec 2025 | OTHER | Fluent, Inc. | 25,400 | 2.08 USD | |
| 17 Dec 2025 | OTHER | Fluent, Inc. | 15,170 | 2.04 USD | |
| 24 Nov 2025 | OTHER | Fluent, Inc. | 26,250 | 0.00 USD | |
| 24 Nov 2025 | OTHER | Fluent, Inc. | 20,625 | 1.74 USD | |
| 23 Jun 2025 | OTHER | Fluent, Inc. | 3,215 | — | |
| 18 Jun 2025 | OTHER | Fluent, Inc. | 39,682 | 0.00 USD | |
| 11 Jun 2024 | OTHER | Rocky Mountain Chocolate Factory, Inc. | 112,039 | — | |
| 11 Jun 2024 | OTHER | Rocky Mountain Chocolate Factory, Inc. | 9,705 | — | |
| 14 Aug 2023 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 875 | 5.72 USD | |
| 10 Aug 2023 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 5,115 | 5.70 USD | |
| 25 Jul 2023 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 3,400 | 5.78 USD | |
| 24 Jul 2023 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 9,201 | 5.72 USD | |
| 19 Jul 2023 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 11,100 | 5.71 USD | |
| 20 Jul 2023 | OTHER | Rocky Mountain Chocolate Factory, Inc. | 350 | — | |
| 18 Jul 2023 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 6,085 | 5.47 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 Mar 2026.