Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 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 |
|---|---|---|---|---|
| OPENWAVE SYSTEMS INC | 2,329,312 | reported | 29 May 2020 | tx 2+41,517 |
| Great Elm Group, Inc. | 1,103,964 | reported | 03 Mar 2026 | tx 25+2,173,804−460,900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | GRANT_AWARD | Great Elm Group, Inc. | 27,022 | 0.00 USD | |
| 20 Sept 2025 | GRANT_AWARD | Great Elm Group, Inc. | 183,823 | 0.00 USD | |
| 05 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 5,137 | 1.93 USD | |
| 07 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 5,081 | 1.96 USD | |
| 06 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 4,389 | 1.96 USD | |
| 20 Feb 2024 | PURCHASE | Great Elm Group, Inc. | 6,307 | 1.98 USD | |
| 21 Feb 2024 | PURCHASE | Great Elm Group, Inc. | 2,989 | 1.95 USD | |
| 16 Feb 2024 | PURCHASE | Great Elm Group, Inc. | 4,237 | 1.92 USD | |
| 21 Nov 2023 | PURCHASE | Great Elm Group, Inc. | 100 | 1.90 USD | anomaly |
| 22 Nov 2023 | PURCHASE | Great Elm Group, Inc. | 36,233 | 2.01 USD | |
| 24 Nov 2023 | PURCHASE | Great Elm Group, Inc. | 2,558 | 2.05 USD | |
| 06 Jan 2023 | PURCHASE | Great Elm Group, Inc. | 460,900 | 2.17 USD | anomaly |
| 06 Jan 2023 | SALE | Great Elm Group, Inc. | 460,900 | 2.17 USD | |
| 23 Dec 2022 | PURCHASE | Great Elm Group, Inc. | 1,600 | 1.99 USD | |
| 22 Dec 2022 | PURCHASE | Great Elm Group, Inc. | 3,440 | 1.99 USD | |
| 27 Dec 2022 | PURCHASE | Great Elm Group, Inc. | 4,454 | 2.00 USD | |
| 14 Nov 2022 | PURCHASE | Great Elm Group, Inc. | 6,458 | 2.00 USD | |
| 09 Nov 2022 | PURCHASE | Great Elm Group, Inc. | 2,619 | 2.00 USD | |
| 06 Sept 2022 | PURCHASE | Great Elm Group, Inc. | 1,247 | 2.05 USD | |
| 01 Sept 2022 | PURCHASE | Great Elm Group, Inc. | 2,421 | 2.05 USD | |
| 18 Jul 2022 | PURCHASE | Great Elm Group, Inc. | 3,290 | 2.00 USD | |
| 20 Jul 2022 | PURCHASE | Great Elm Group, Inc. | 3,661 | 1.98 USD | |
| 04 May 2022 | PURCHASE | Great Elm Group, Inc. | 1,369,984 | 1.81 USD | first after silenceanomaly |
| 19 Mar 2021 | GRANT_AWARD | Great Elm Group, Inc. | 19,945 | 0.00 USD | |
| 29 May 2020 | PURCHASE | OPENWAVE SYSTEMS INC | 5,000 | 2.35 USD |
1 purchase reported after at least 12 months of silence — most recent on 04 May 2022.