Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| EDUCATIONAL DEVELOPMENT CORP | 163,059 | reported | 14 Nov 2025 | tx 24+132,027−50,179 |
| ADDVANTAGE TECHNOLOGIES GROUP INC | 24,004 | reported | 05 Mar 2009 | tx 10+49,004 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2025 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 9,407 | — | first after silence |
| 14 Nov 2025 | OTHER | EDUCATIONAL DEVELOPMENT CORP | 11,419 | 1.35 USD | |
| 23 Oct 2024 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 10,459 | — | |
| 20 May 2024 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 8,677 | — | |
| 17 Jan 2024 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 4,718 | — | |
| 05 Oct 2023 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 7,357 | — | |
| 31 May 2023 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 11,328 | — | |
| 22 Mar 2023 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 7,630 | — | |
| 22 Mar 2023 | OTHER | EDUCATIONAL DEVELOPMENT CORP | 38,760 | — | |
| 07 Oct 2022 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 8,652 | — | |
| 04 Nov 2021 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 2,539 | — | |
| 21 Jul 2021 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 41,379 | — | |
| 21 May 2021 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 4,311 | — | first after silence |
| 11 Mar 2020 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 5,000 | 4.20 USD | |
| 16 Jan 2020 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 2,500 | 5.90 USD | |
| 17 Jul 2019 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 5,000 | 6.90 USD | |
| 17 Jan 2019 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 701 | 7.75 USD | |
| 16 Jan 2019 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 1,299 | 7.63 USD | |
| 11 Jan 2019 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 147 | 8.25 USD | |
| 27 Dec 2018 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 181 | 6.75 USD | |
| 17 Dec 2018 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 168 | 7.75 USD | |
| 31 Aug 2018 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 372 | 9.00 USD | |
| 25 Jun 2018 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 1 | 19.05 USD | |
| 31 May 2018 | PURCHASE | EDUCATIONAL DEVELOPMENT CORP | 201 | 22.60 USD | first after silence |
| 05 Mar 2009 | GRANT_AWARD | ADDVANTAGE TECHNOLOGIES GROUP INC | 6,667 | 1.50 USD |
3 purchases reported after at least 12 months of silence — most recent on 14 Nov 2025.