Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| KVH INDUSTRIES INC \DE\ | 2,150,000 | reported | 14 Nov 2025 | tx 8+502,832 |
| Rocky Mountain Chocolate Factory, Inc. | 450,148 | reported | 23 Oct 2024 | tx 1−12,400 |
| Guardion Health Sciences, Inc. | 120,664 | reported | 26 Aug 2024 | tx 8+116,721−115,540 |
| Lifevantage Corp | 50,000 | reported | 11 Aug 2023 | tx 1+20,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Nov 2025 | PURCHASE | KVH INDUSTRIES INC \DE\ | 40,000 | 5.78 USD | first after silence |
| 11 Nov 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 17,499 | 4.67 USD | |
| 12 Nov 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 32,501 | 4.86 USD | |
| 23 Oct 2024 | SALE | Rocky Mountain Chocolate Factory, Inc. | 12,400 | 2.70 USD | |
| 04 Sept 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 30,088 | 4.63 USD | |
| 05 Sept 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 29,912 | 4.63 USD | |
| 26 Aug 2024 | SALE | Guardion Health Sciences, Inc. | 44,550 | 14.46 USD | |
| 26 Aug 2024 | SALE | Guardion Health Sciences, Inc. | 52,686 | 13.54 USD | |
| 26 Aug 2024 | SALE | Guardion Health Sciences, Inc. | 10,054 | 13.80 USD | |
| 26 Aug 2024 | SALE | Guardion Health Sciences, Inc. | 8,250 | 15.77 USD | |
| 02 Aug 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 63,159 | 4.53 USD | |
| 01 Aug 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 239,173 | 4.35 USD | |
| 05 Aug 2024 | PURCHASE | KVH INDUSTRIES INC \DE\ | 50,500 | 4.50 USD | |
| 11 Aug 2023 | PURCHASE | Lifevantage Corp | 20,000 | 5.07 USD | |
| 10 Jan 2023 | PURCHASE | Guardion Health Sciences, Inc. | 13,270 | 8.00 USD | |
| 09 Jan 2023 | PURCHASE | Guardion Health Sciences, Inc. | 20,838 | 7.19 USD | |
| 09 Jan 2023 | PURCHASE | Guardion Health Sciences, Inc. | 63,983 | 6.78 USD | |
| 10 Jan 2023 | PURCHASE | Guardion Health Sciences, Inc. | 18,630 | 7.31 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Nov 2025.