Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Fluent, Inc. | 3,058,299 | reported | 19 May 2025 | tx 3+156,850−8,104 |
| Rocky Mountain Chocolate Factory, Inc. | 1,971,306 | reported | 16 Jan 2026 | tx 8+549,411−2,145 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Jan 2026 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 11,300 | 1.98 USD | |
| 24 Oct 2025 | OTHER | Rocky Mountain Chocolate Factory, Inc. | 2,145 | — | |
| 24 Oct 2025 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 6,720 | 1.82 USD | |
| 21 Oct 2025 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 14,562 | 1.65 USD | |
| 22 Oct 2025 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 8,775 | 1.78 USD | |
| 19 May 2025 | OTHER | Fluent, Inc. | 8,104 | — | |
| 15 May 2025 | GRANT_AWARD | Fluent, Inc. | 78,425 | 0.00 USD | deriv |
| 15 May 2025 | GRANT_AWARD | Fluent, Inc. | 78,425 | 2.20 USD | deriv |
| 23 Oct 2024 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 330,743 | 2.70 USD | |
| 22 Oct 2024 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 2,000 | 2.42 USD | |
| 24 Oct 2024 | PURCHASE | Rocky Mountain Chocolate Factory, Inc. | 175,311 | 2.60 USD |