Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NewLake Capital Partners, Inc. | 359.8 | reported | 12 Jun 2025 | tx 18+21,928.8−359.8 |
| Green Thumb Industries Inc. | 0 | reported | 01 Feb 2021 | tx 73+5,553,298−4,469,192 |
| Kush Bottles, Inc. | 0 | reported | 31 Aug 2021 | tx 8+227,500−373,833 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jun 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 359.8 | 0.00 USD | deriv |
| 12 Jun 2025 | OTHER | NewLake Capital Partners, Inc. | 359.8 | 14.90 USD | deriv |
| 15 Apr 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 701 | 13.32 USD | |
| 15 Jan 2025 | GRANT_AWARD | NewLake Capital Partners, Inc. | 749 | 17.20 USD | |
| 15 Oct 2024 | GRANT_AWARD | NewLake Capital Partners, Inc. | 648 | 19.86 USD | |
| 15 Jul 2024 | GRANT_AWARD | NewLake Capital Partners, Inc. | 683 | 18.85 USD | |
| 12 Jun 2024 | GRANT_AWARD | NewLake Capital Partners, Inc. | 3,117 | 19.25 USD | |
| 13 Mar 2024 | PURCHASE | NewLake Capital Partners, Inc. | 600 | 16.44 USD | |
| 21 Sept 2023 | PURCHASE | NewLake Capital Partners, Inc. | 500 | 13.81 USD | |
| 06 Jun 2023 | GRANT_AWARD | NewLake Capital Partners, Inc. | 4,831 | 12.42 USD | |
| 12 May 2023 | PURCHASE | NewLake Capital Partners, Inc. | 2,500 | 12.48 USD | |
| 22 Nov 2022 | PURCHASE | NewLake Capital Partners, Inc. | 750 | 17.90 USD | |
| 16 Nov 2022 | PURCHASE | NewLake Capital Partners, Inc. | 500 | 16.95 USD | |
| 14 Nov 2022 | PURCHASE | NewLake Capital Partners, Inc. | 400 | 16.35 USD | first after silence |
| 15 Nov 2022 | PURCHASE | NewLake Capital Partners, Inc. | 1,000 | 16.50 USD | |
| 07 Jun 2022 | GRANT_AWARD | NewLake Capital Partners, Inc. | 2,864 | 0.00 USD | |
| 15 Jan 2022 | GRANT_AWARD | NewLake Capital Partners, Inc. | 190 | 0.00 USD | |
| 14 Dec 2021 | GRANT_AWARD | NewLake Capital Partners, Inc. | 1,536 | 0.00 USD | |
| 31 Aug 2021 | OTHER | Kush Bottles, Inc. | 172,337 | — | |
| 31 Aug 2021 | OTHER | Kush Bottles, Inc. | 94,498 | — | deriv |
| 31 Aug 2021 | OTHER | Kush Bottles, Inc. | 12,500 | — | deriv |
| 31 Aug 2021 | OTHER | Kush Bottles, Inc. | 94,498 | — | deriv |
| 01 Mar 2021 | GRANT_AWARD | Kush Bottles, Inc. | 94,498 | 0.00 USD | deriv |
| 01 Feb 2021 | OTHER | Green Thumb Industries Inc. | 8,500 | 0.00 USD | |
| 01 Feb 2021 | OTHER | Green Thumb Industries Inc. | 8,500 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Nov 2022.