Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 36 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 |
|---|---|---|---|---|
| KINTERA INC | 4,151,400 | reported | 03 Jul 2007 | tx 2−510,000 |
| ATLAS AMERICA INC | 2,655,030 | reported | 11 Apr 2008 | tx 2+3,797−47,682 |
| Wheeler Real Estate Investment Trust, Inc. | 163,235 | reported | 26 Mar 2026 | tx 3+172,075−180,915 |
| CoreWeave, Inc. | 0 | reported | 20 Mar 2026 | tx 521+4,756,540−18,172,224 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | SALE | Wheeler Real Estate Investment Trust, Inc. | 8,840 | 1.10 USD | |
| 24 Mar 2026 | EXERCISE | Wheeler Real Estate Investment Trust, Inc. | 172,075 | 0.01 USD | |
| 24 Mar 2026 | EXERCISE | Wheeler Real Estate Investment Trust, Inc. | 172,075 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 7,966 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 7,966 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 587,701 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 587,701 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 587,701 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 587,701 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 235,802 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 235,802 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 77,050 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 77,050 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 77,050 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 77,050 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 7,967 | 0.00 USD | deriv |
| 20 Mar 2026 | EXERCISE | CoreWeave, Inc. | 7,967 | 0.00 USD | deriv |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 12,636 | 135.10 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 4,213 | 136.52 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 1,671 | 137.86 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 288 | 134.01 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 2,950 | 137.86 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 7,439 | 136.52 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 22,314 | 135.10 USD | |
| 31 Oct 2025 | SALE | CoreWeave, Inc. | 512 | 134.01 USD |