Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 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 |
|---|---|---|---|---|
| Kalera Public Ltd Co | 120,034 | reported | 22 Aug 2022 | tx 5+353,506 |
| Ardmore Shipping Corp | 60,673 | reported | 18 May 2026 | tx 4−20,000 |
| Braemar Hotels & Resorts Inc. | 57,802 | reported | 18 Aug 2021 | tx 17+63,321−4,000 |
| MODIV INDUSTRIAL, INC. | 20,793.64 | reported | 28 Jun 2024 | tx 71+35,547.64 |
| FT 5969 | 9,860.44 | reported | 25 Feb 2022 | tx 5+692.93 |
| TRUSTREET PROPERTIES INC | 0 | reported | 26 Feb 2007 | tx 3+33,829−373,991 |
| Campus Crest Communities, Inc. | 0 | reported | 02 Mar 2016 | tx 4+17,000−17,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | SALE | Ardmore Shipping Corp | 848 | 19.01 USD | |
| 18 May 2026 | SALE | Ardmore Shipping Corp | 16,277 | 19.38 USD | |
| 12 May 2026 | SALE | Ardmore Shipping Corp | 2,572 | 19.05 USD | |
| 13 May 2026 | SALE | Ardmore Shipping Corp | 303 | 19.02 USD | |
| 28 Jun 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,060.82 | 14.14 USD | |
| 28 Mar 2024 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 893.39 | 16.79 USD | |
| 29 Dec 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,006.71 | 14.90 USD | |
| 29 Sept 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 898.74 | 16.69 USD | |
| 30 Jun 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,000 | 15.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,411.1 | 10.63 USD | |
| 30 Dec 2022 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,250 | 12.00 USD | |
| 23 Nov 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 116.31 | 10.79 USD | |
| 25 Oct 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 124.11 | 10.01 USD | |
| 30 Sept 2022 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 1,027.4 | 14.60 USD | |
| 26 Sept 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 72.58 | 15.70 USD | |
| 25 Aug 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 76.26 | 14.85 USD | |
| 22 Aug 2022 | GRANT_AWARD | Kalera Public Ltd Co | 103,306 | — | |
| 22 Aug 2022 | GRANT_AWARD | Kalera Public Ltd Co | 91,000 | 0.00 USD | deriv |
| 22 Aug 2022 | GRANT_AWARD | Kalera Public Ltd Co | 50,050 | 0.00 USD | deriv |
| 25 Jul 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 69.15 | 15.11 USD | |
| 07 Jul 2022 | GRANT_AWARD | MODIV INDUSTRIAL, INC. | 848.42 | 17.68 USD | |
| 28 Jun 2022 | GRANT_AWARD | Kalera Public Ltd Co | 16,728 | — | |
| 28 Jun 2022 | GRANT_AWARD | Kalera Public Ltd Co | 92,422 | 0.00 USD | deriv |
| 27 Jun 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 65.05 | 15.97 USD | |
| 25 May 2022 | PURCHASE | MODIV INDUSTRIAL, INC. | 65.56 | 15.75 USD |
2 purchases reported after at least 12 months of silence — most recent on 25 Apr 2019.