Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 57 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 |
|---|---|---|---|---|
| Abacus Global Management, Inc. | 86,644 | reported | 12 Mar 2026 | tx 17+86,644 |
| RAND CAPITAL CORP | 32,986 | reported | 15 Sept 2025 | tx 67+29,336 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Mar 2026 | GRANT_AWARD | Abacus Global Management, Inc. | 17,327 | 10.10 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 100 | 14.60 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 100 | 14.59 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 200 | 15.00 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 250 | 15.00 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 100 | 15.00 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 25 | 14.58 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 10 | 14.57 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 10 | 14.60 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 100 | 14.57 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 100 | 14.55 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 25 | 14.55 USD | |
| 15 Sept 2025 | PURCHASE | RAND CAPITAL CORP | 10 | 14.56 USD | |
| 28 May 2025 | PURCHASE | RAND CAPITAL CORP | 12 | 16.00 USD | |
| 27 May 2025 | PURCHASE | RAND CAPITAL CORP | 200 | 15.75 USD | |
| 02 Apr 2025 | GRANT_AWARD | Abacus Global Management, Inc. | 10,232 | 0.00 USD | |
| 16 Dec 2024 | PURCHASE | Abacus Global Management, Inc. | 4,000 | 7.70 USD | |
| 16 Dec 2024 | PURCHASE | Abacus Global Management, Inc. | 3,000 | 7.75 USD | |
| 13 Dec 2024 | PURCHASE | Abacus Global Management, Inc. | 3,000 | 7.85 USD | |
| 09 Dec 2024 | PURCHASE | Abacus Global Management, Inc. | 6,000 | 7.94 USD | |
| 06 Dec 2024 | PURCHASE | Abacus Global Management, Inc. | 2,126 | 7.93 USD | |
| 22 Nov 2024 | PURCHASE | Abacus Global Management, Inc. | 18,241 | 7.54 USD | |
| 21 Nov 2024 | PURCHASE | RAND CAPITAL CORP | 200 | 16.10 USD | |
| 20 Nov 2024 | PURCHASE | RAND CAPITAL CORP | 25 | 16.05 USD | first after silence |
| 20 Nov 2024 | PURCHASE | RAND CAPITAL CORP | 100 | 16.15 USD |
1 purchase reported after at least 12 months of silence — most recent on 20 Nov 2024.