Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 40 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 |
|---|---|---|---|---|
| Great Elm Group, Inc. | 1,004,327 | reported | 28 May 2026 | tx 50+1,863,248−99,637 |
| OPENWAVE SYSTEMS INC | 89,740 | reported | 05 Jan 2021 | tx 2+34,685 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GIFT | Great Elm Group, Inc. | 99,637 | 0.00 USD | |
| 14 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 3,254 | 1.98 USD | |
| 15 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 7,843 | 2.00 USD | |
| 12 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 2,500 | 1.90 USD | |
| 13 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 16,200 | 1.94 USD | |
| 11 Mar 2024 | PURCHASE | Great Elm Group, Inc. | 806 | 1.90 USD | |
| 28 Nov 2023 | PURCHASE | Great Elm Group, Inc. | 40,571 | 2.04 USD | |
| 28 Nov 2023 | PURCHASE | Great Elm Group, Inc. | 29,244 | 2.00 USD | |
| 16 Mar 2023 | PURCHASE | Great Elm Group, Inc. | 23,638 | 2.37 USD | |
| 24 Feb 2023 | PURCHASE | Great Elm Group, Inc. | 13,277 | 2.14 USD | |
| 22 Feb 2023 | PURCHASE | Great Elm Group, Inc. | 15,138 | 2.15 USD | |
| 05 Jan 2023 | GRANT_AWARD | Great Elm Group, Inc. | 135,747 | 0.00 USD | |
| 05 Jan 2023 | GRANT_AWARD | Great Elm Group, Inc. | 29,412 | 0.00 USD | |
| 04 Nov 2022 | PURCHASE | Great Elm Group, Inc. | 5,578 | 2.00 USD | |
| 08 Nov 2022 | PURCHASE | Great Elm Group, Inc. | 161,123 | 2.00 USD | |
| 07 Nov 2022 | PURCHASE | Great Elm Group, Inc. | 1,254 | 1.99 USD | |
| 28 Oct 2022 | PURCHASE | Great Elm Group, Inc. | 4,469 | 2.00 USD | |
| 27 Oct 2022 | PURCHASE | Great Elm Group, Inc. | 3,964 | 1.99 USD | |
| 26 Oct 2022 | PURCHASE | Great Elm Group, Inc. | 3,168 | 1.99 USD | |
| 18 Oct 2022 | PURCHASE | Great Elm Group, Inc. | 21,494 | 2.00 USD | |
| 14 Oct 2022 | PURCHASE | Great Elm Group, Inc. | 5,277 | 2.00 USD | |
| 28 Sept 2022 | PURCHASE | Great Elm Group, Inc. | 5,562 | 2.00 USD | |
| 20 Sept 2022 | GRANT_AWARD | Great Elm Group, Inc. | 159,817 | 0.00 USD | |
| 21 Sept 2022 | PURCHASE | Great Elm Group, Inc. | 6,089 | 2.05 USD | |
| 12 Sept 2022 | PURCHASE | Great Elm Group, Inc. | 6,364 | 2.05 USD |