Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Menhaden Resource Efficiency PLC | 26,562 | net | 14 Jul 2023 | tx 9+26,562 |
| Ashoka WhiteOak Emerging Mkts Tst. | 20,000 | net | 23 Aug 2023 | tx 2+20,000 |
| Menhaden Ord | 2,500 | net | 22 May 2017 | tx 1+2,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Aug 2023 | PURCHASE | Ashoka WhiteOak Emerging Mkts Tst. | 10,000 | — | |
| 14 Jul 2023 | DIVIDEND_REINVEST | Menhaden Resource Efficiency PLC | 62 | — | |
| 03 May 2023 | PURCHASE | Ashoka WhiteOak Emerging Mkts Tst. | 10,000 | 1.00 GBP | first after silence |
| 29 Apr 2020 | PURCHASE | Menhaden Resource Efficiency PLC | 5,000 | — | |
| 24 Sept 2019 | PURCHASE | Menhaden Resource Efficiency PLC | 4,437 | — | |
| 12 Jun 2019 | PURCHASE | Menhaden Resource Efficiency PLC | 242 | — | |
| 02 Apr 2019 | PURCHASE | Menhaden Resource Efficiency PLC | 5,321 | — | |
| 02 Jul 2018 | PURCHASE | Menhaden Resource Efficiency PLC | 4,000 | — | |
| 26 Mar 2018 | PURCHASE | Menhaden Resource Efficiency PLC | 3,000 | — | |
| 06 Dec 2017 | PURCHASE | Menhaden Resource Efficiency PLC | 2,000 | — | |
| 20 Sept 2017 | PURCHASE | Menhaden Resource Efficiency PLC | 2,500 | — | |
| 22 May 2017 | PURCHASE | Menhaden Ord | 2,500 | — |
1 purchase reported after at least 12 months of silence — most recent on 03 May 2023.