Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| PhenixFIN Corp | 3,428 | reported | 23 Dec 2025 | tx 18+3,428 |
| Alcentra Capital Corp | 0 | reported | 31 Jan 2020 | tx 7+2,600−2,600 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Dec 2025 | PURCHASE | PhenixFIN Corp | 150 | 45.33 USD | |
| 22 Dec 2025 | PURCHASE | PhenixFIN Corp | 6 | 45.00 USD | |
| 17 Dec 2025 | PURCHASE | PhenixFIN Corp | 37 | 44.00 USD | |
| 23 Sept 2025 | PURCHASE | PhenixFIN Corp | 248 | 47.75 USD | |
| 14 Aug 2025 | PURCHASE | PhenixFIN Corp | 350 | 49.25 USD | |
| 23 Jun 2025 | PURCHASE | PhenixFIN Corp | 1 | 48.12 USD | anomaly |
| 07 Mar 2025 | PURCHASE | PhenixFIN Corp | 127 | 53.95 USD | |
| 10 Mar 2025 | PURCHASE | PhenixFIN Corp | 173 | 53.75 USD | |
| 14 Jun 2024 | PURCHASE | PhenixFIN Corp | 1,000 | 45.12 USD | |
| 11 Mar 2024 | PURCHASE | PhenixFIN Corp | 225 | 45.01 USD | |
| 06 Jun 2023 | PURCHASE | PhenixFIN Corp | 50 | 33.50 USD | |
| 22 Sept 2023 | PURCHASE | PhenixFIN Corp | 100 | 38.53 USD | |
| 20 Sept 2023 | PURCHASE | PhenixFIN Corp | 100 | 36.82 USD | |
| 06 Jun 2023 | PURCHASE | PhenixFIN Corp | 100 | 33.46 USD | |
| 22 Sept 2022 | PURCHASE | PhenixFIN Corp | 61 | 35.75 USD | |
| 24 Feb 2022 | PURCHASE | PhenixFIN Corp | 200 | 39.85 USD | |
| 16 Feb 2022 | PURCHASE | PhenixFIN Corp | 400 | 40.55 USD | |
| 19 May 2021 | PURCHASE | PhenixFIN Corp | 100 | 38.34 USD | first after silence |
| 31 Jan 2020 | OTHER | Alcentra Capital Corp | 2,600 | — | |
| 20 Mar 2018 | PURCHASE | Alcentra Capital Corp | 750 | 6.13 USD | |
| 15 Nov 2017 | PURCHASE | Alcentra Capital Corp | 130 | 7.10 USD | |
| 08 Aug 2017 | PURCHASE | Alcentra Capital Corp | 250 | 10.58 USD | first after silence |
| 23 Jun 2016 | PURCHASE | Alcentra Capital Corp | 480 | 12.18 USD | |
| 24 Mar 2016 | PURCHASE | Alcentra Capital Corp | 790 | 11.29 USD | |
| 21 May 2015 | PURCHASE | Alcentra Capital Corp | 200 | 13.85 USD |
2 purchases reported after at least 12 months of silence — most recent on 19 May 2021.