Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| abrdn Emerging Markets ex-China Fund, Inc. | 14,962.64 | reported | 23 Aug 2024 | tx 6+21,284−7,000 |
| DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 3,028.82 | reported | 14 Aug 2024 | tx 2+3,000 |
| H&Q LIFE SCIENCES INVESTORS | 1,715.21 | reported | 23 Aug 2024 | tx 2+1,650 |
| Tekla Healthcare Opportunities Fund | 1,000 | reported | 28 Dec 2023 | tx 1+1,000 |
| Tekla World Healthcare Fund | 1,000 | reported | 14 Aug 2024 | tx 1+1,000 |
| H&Q HEALTHCARE INVESTORS | 1,000 | reported | 28 Dec 2023 | tx 1+1,000 |
| LPL Financial Holdings Inc. | 100 | reported | 28 Dec 2008 | tx 3+20,100−100 |
| JAPAN EQUITY FUND INC | 0 | reported | 10 Oct 2025 | tx 10+3,309−5,614.5 |
| GREATER CHINA FUND INC | 0 | reported | 27 Apr 2018 | tx 2+4,000−4,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Oct 2025 | OTHER | JAPAN EQUITY FUND INC | 590.5 | — | |
| 10 Oct 2025 | OTHER | JAPAN EQUITY FUND INC | 295 | — | |
| 10 Oct 2025 | OTHER | JAPAN EQUITY FUND INC | 364 | — | |
| 03 Sept 2025 | OTHER | JAPAN EQUITY FUND INC | 2,183 | 8.04 USD | |
| 23 Aug 2024 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 650 | 15.37 USD | |
| 23 Aug 2024 | PURCHASE | JAPAN EQUITY FUND INC | 809 | 6.17 USD | |
| 23 Aug 2024 | PURCHASE | abrdn Emerging Markets ex-China Fund, Inc. | 931 | 5.37 USD | |
| 14 Aug 2024 | PURCHASE | DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 2,000 | 10.99 USD | |
| 14 Aug 2024 | PURCHASE | Tekla World Healthcare Fund | 1,000 | 13.03 USD | |
| 14 Aug 2024 | PURCHASE | abrdn Emerging Markets ex-China Fund, Inc. | 1,000 | 5.25 USD | |
| 14 Aug 2024 | PURCHASE | JAPAN EQUITY FUND INC | 1,000 | 5.90 USD | |
| 28 Dec 2023 | PURCHASE | DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 1,000 | 10.19 USD | |
| 28 Dec 2023 | PURCHASE | Tekla Healthcare Opportunities Fund | 1,000 | 18.25 USD | |
| 28 Dec 2023 | PURCHASE | H&Q LIFE SCIENCES INVESTORS | 1,000 | 13.57 USD | |
| 28 Dec 2023 | PURCHASE | H&Q HEALTHCARE INVESTORS | 1,000 | 16.58 USD | |
| 10 Jul 2023 | PURCHASE | JAPAN EQUITY FUND INC | 1,500 | 5.84 USD | first after silence |
| 22 Apr 2021 | PURCHASE | abrdn Emerging Markets ex-China Fund, Inc. | 7,000 | 8.59 USD | |
| 19 Apr 2021 | PURCHASE | abrdn Emerging Markets ex-China Fund, Inc. | 7,000 | 8.68 USD | first after silence |
| 20 Apr 2021 | SALE | abrdn Emerging Markets ex-China Fund, Inc. | 7,000 | 8.59 USD | |
| 27 Apr 2018 | OTHER | abrdn Emerging Markets ex-China Fund, Inc. | 5,353 | — | |
| 27 Apr 2018 | OTHER | GREATER CHINA FUND INC | 4,000 | — | |
| 01 Feb 2017 | PURCHASE | GREATER CHINA FUND INC | 4,000 | 9.21 USD | |
| 28 Dec 2008 | EXERCISE | LPL Financial Holdings Inc. | 100 | 2.38 USD | |
| 28 Dec 2008 | EXERCISE | LPL Financial Holdings Inc. | 100 | 0.00 USD | deriv |
| 05 Feb 2008 | GRANT_AWARD | LPL Financial Holdings Inc. | 20,000 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 10 Jul 2023.