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 |
|---|---|---|---|---|
| CaliberCos Inc. | 14,823 | reported | 17 Jun 2025 | tx 9+257,560 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Jun 2025 | GRANT_AWARD | CaliberCos Inc. | 5,052 | — | deriv |
| 17 Mar 2025 | GRANT_AWARD | CaliberCos Inc. | 32,246 | — | deriv |
| 30 Sept 2024 | GRANT_AWARD | CaliberCos Inc. | 29,984 | — | deriv |
| 16 Aug 2024 | PURCHASE | CaliberCos Inc. | 22,581 | 0.60 USD | |
| 15 Aug 2024 | PURCHASE | CaliberCos Inc. | 27,419 | 0.59 USD | |
| 25 Jun 2024 | GRANT_AWARD | CaliberCos Inc. | 81,266 | — | deriv |
| 31 Aug 2023 | PURCHASE | CaliberCos Inc. | 25,000 | 1.50 USD | |
| 28 Aug 2023 | PURCHASE | CaliberCos Inc. | 28,576 | 1.34 USD | |
| 29 Aug 2023 | PURCHASE | CaliberCos Inc. | 5,436 | 1.50 USD |