Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| US GEOTHERMAL INC | 10,527,640 | reported | 08 Jul 2016 | tx 4+667,772 |
| INNOVATIVE FOOD HOLDINGS INC | 1,618,492 | reported | 17 Jul 2024 | tx 13+1,538,000 |
| BAB, INC. | 738,682 | reported | 24 Jul 2014 | tx 6−23,464 |
| RED ROBIN GOURMET BURGERS INC | 472,578 | reported | 16 Oct 2024 | tx 4+77,761 |
| MORGANS FOODS INC | 451,496 | reported | 26 Jul 2012 | tx 2+16,625 |
| WESTWOOD HOLDINGS GROUP INC | 16,795 | reported | 09 Jun 2022 | tx 3−24,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Oct 2024 | PURCHASE | RED ROBIN GOURMET BURGERS INC | 524 | 5.59 USD | |
| 15 Oct 2024 | PURCHASE | RED ROBIN GOURMET BURGERS INC | 369 | 5.59 USD | |
| 16 Oct 2024 | PURCHASE | RED ROBIN GOURMET BURGERS INC | 21,988 | 5.79 USD | |
| 16 Oct 2024 | PURCHASE | RED ROBIN GOURMET BURGERS INC | 54,880 | 5.79 USD | |
| 17 Jul 2024 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 1,250,000 | 1.20 USD | |
| 14 Nov 2023 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 250,000 | 0.69 USD | first after silence |
| 15 Nov 2023 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 5,000 | 0.67 USD | |
| 09 Jun 2022 | SALE | WESTWOOD HOLDINGS GROUP INC | 12,000 | 15.69 USD | |
| 09 Jun 2022 | SALE | WESTWOOD HOLDINGS GROUP INC | 482 | 15.69 USD | |
| 09 Jun 2022 | SALE | WESTWOOD HOLDINGS GROUP INC | 11,518 | 15.69 USD | |
| 21 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 91 | 0.54 USD | |
| 21 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 1,909 | 0.54 USD | |
| 14 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 45 | 0.53 USD | |
| 12 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 13,361 | 0.53 USD | |
| 14 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 955 | 0.53 USD | |
| 12 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 639 | 0.53 USD | |
| 10 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 183 | 0.52 USD | |
| 10 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 3,817 | 0.52 USD | |
| 07 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 549 | 0.54 USD | |
| 07 Jun 2019 | PURCHASE | INNOVATIVE FOOD HOLDINGS INC | 11,451 | 0.54 USD | first after silence |
| 08 Jul 2016 | PURCHASE | US GEOTHERMAL INC | 413,500 | 0.85 USD | |
| 17 May 2016 | PURCHASE | US GEOTHERMAL INC | 111,672 | 0.76 USD | |
| 18 May 2016 | PURCHASE | US GEOTHERMAL INC | 42,600 | 0.76 USD | |
| 16 May 2016 | PURCHASE | US GEOTHERMAL INC | 100,000 | 0.76 USD | first after silence |
| 23 Jul 2014 | SALE | BAB, INC. | 500 | 0.79 USD |
3 purchases reported after at least 12 months of silence — most recent on 14 Nov 2023.