Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 33 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 |
|---|---|---|---|---|
| Amesite Inc. | 243,902 | reported | 28 Apr 2026 | tx 34+1,492,502−92,572 |
| LINKBANCORP, Inc. | 198,684.37 | reported | 13 Jun 2025 | tx 37+2,574,996.37−961,538 |
| Sunshine Bancorp, Inc. | 0 | reported | 01 Jan 2018 | tx 18+62,153−62,706 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | PURCHASE | Amesite Inc. | 243,902 | 1.44 USD | |
| 28 Apr 2026 | PURCHASE | Amesite Inc. | 243,902 | 0.00 USD | deriv |
| 28 Apr 2026 | PURCHASE | Amesite Inc. | 243,902 | 0.00 USD | deriv |
| 07 Mar 2026 | EXERCISE | Amesite Inc. | 41,322 | — | |
| 07 Mar 2026 | EXERCISE | Amesite Inc. | 41,322 | 0.00 USD | deriv |
| 06 Feb 2026 | GRANT_AWARD | Amesite Inc. | 49,751 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | Amesite Inc. | 6,349 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | Amesite Inc. | 3,934 | 0.00 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | Amesite Inc. | 4,461 | 0.00 USD | deriv |
| 13 Jun 2025 | GRANT_AWARD | LINKBANCORP, Inc. | 3,000 | 0.00 USD | |
| 29 May 2025 | PURCHASE | LINKBANCORP, Inc. | 20 | 6.69 USD | |
| 23 May 2025 | PURCHASE | LINKBANCORP, Inc. | 200 | 6.73 USD | |
| 27 May 2025 | PURCHASE | LINKBANCORP, Inc. | 2,076 | 6.73 USD | |
| 06 May 2025 | PURCHASE | LINKBANCORP, Inc. | 1,900 | 6.75 USD | |
| 31 Mar 2025 | GRANT_AWARD | Amesite Inc. | 4,959 | 0.00 USD | deriv |
| 31 Mar 2023 | EXERCISE | Amesite Inc. | 14,620 | — | |
| 07 Mar 2025 | GRANT_AWARD | Amesite Inc. | 41,322 | — | |
| 31 Mar 2023 | EXERCISE | Amesite Inc. | 14,620 | 0.00 USD | deriv |
| 07 Mar 2025 | GRANT_AWARD | Amesite Inc. | 41,322 | 0.00 USD | deriv |
| 16 Jan 2025 | EXERCISE | Amesite Inc. | 36,630 | — | |
| 16 Jan 2025 | EXERCISE | Amesite Inc. | 36,630 | 0.00 USD | deriv |
| 07 Jan 2025 | PURCHASE | Amesite Inc. | 83,333 | 3.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | Amesite Inc. | 2,526 | 0.00 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | Amesite Inc. | 4,898 | 0.00 USD | deriv |
| 11 Sept 2024 | PURCHASE | LINKBANCORP, Inc. | 2,500 | 6.05 USD |
2 purchases reported after at least 12 months of silence — most recent on 16 May 2024.