Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Core Scientific, Inc./tx | 320,448 | reported | 27 Jan 2025 | tx 11+320,448 |
| Strategy Inc | 32,250 | reported | 29 May 2026 | tx 332+251,708−236,327 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | EXERCISE | Strategy Inc | 7,250 | 18.65 USD | |
| 28 May 2026 | SALE | Strategy Inc | 3,250 | 145.56 USD | |
| 28 May 2026 | SALE | Strategy Inc | 1,000 | 147.00 USD | |
| 28 May 2026 | SALE | Strategy Inc | 1,000 | 149.00 USD | |
| 28 May 2026 | SALE | Strategy Inc | 1,000 | 150.00 USD | |
| 28 May 2026 | SALE | Strategy Inc | 1,000 | 152.00 USD | |
| 29 May 2026 | EXERCISE | Strategy Inc | 10,800 | 18.65 USD | |
| 29 May 2026 | SALE | Strategy Inc | 4,250 | 150.85 USD | |
| 29 May 2026 | SALE | Strategy Inc | 550 | 155.00 USD | |
| 29 May 2026 | SALE | Strategy Inc | 2,000 | 152.00 USD | |
| 29 May 2026 | SALE | Strategy Inc | 2,000 | 153.00 USD | |
| 29 May 2026 | SALE | Strategy Inc | 2,000 | 154.00 USD | |
| 29 May 2026 | EXERCISE | Strategy Inc | 4,250 | 18.24 USD | |
| 29 May 2026 | SALE | Strategy Inc | 4,250 | 161.75 USD | |
| 28 May 2026 | EXERCISE | Strategy Inc | 7,250 | 0.00 USD | deriv |
| 29 May 2026 | EXERCISE | Strategy Inc | 10,800 | 0.00 USD | deriv |
| 29 May 2026 | EXERCISE | Strategy Inc | 4,250 | 0.00 USD | deriv |
| 26 May 2026 | EXERCISE | Strategy Inc | 1,250 | 18.65 USD | |
| 26 May 2026 | SALE | Strategy Inc | 1,250 | 165.30 USD | |
| 26 May 2026 | EXERCISE | Strategy Inc | 1,250 | 0.00 USD | deriv |
| 19 May 2026 | EXERCISE | Strategy Inc | 1,000 | 18.65 USD | |
| 19 May 2026 | SALE | Strategy Inc | 1,000 | 166.75 USD | |
| 19 May 2026 | EXERCISE | Strategy Inc | 1,000 | 18.65 USD | |
| 19 May 2026 | SALE | Strategy Inc | 1,000 | 167.00 USD | |
| 19 May 2026 | EXERCISE | Strategy Inc | 1,000 | 18.65 USD |