Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 30 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 |
|---|---|---|---|---|
| FTC Solar, Inc. | 802,559 | reported | 06 Apr 2023 | tx 8+869,121 |
| Enovix Corp | 16,908 | reported | 18 Sept 2025 | tx 62+32,293,350−15,162,282 |
| Enphase Energy, Inc. | 8,542 | reported | 13 May 2026 | tx 91+8,617,385−12,462,805 |
| CYPRESS SEMICONDUCTOR CORP /DE/ | 0 | reported | 24 Jun 2016 | tx 464+25,888,297−20,493,788 |
| SUNPOWER CORP | 0 | reported | 11 Feb 2011 | tx 43+210,658−47,829 |
| SunPower Inc. | 0 | reported | 23 Apr 2026 | tx 18+15,354,921 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | Enphase Energy, Inc. | 5,952 | 0.00 USD | |
| 23 Apr 2026 | EXERCISE | SunPower Inc. | — | 6000000.00 USD | deriv |
| 23 Apr 2026 | EXERCISE | SunPower Inc. | — | 0.00 USD | deriv |
| 23 Apr 2026 | EXERCISE | SunPower Inc. | — | 0.00 USD | deriv |
| 13 Mar 2026 | SALE | Enphase Energy, Inc. | 137,250 | 43.61 USD | |
| 02 Dec 2025 | SALE | Enphase Energy, Inc. | 150,000 | 29.13 USD | |
| 18 Sept 2025 | GIFT | Enovix Corp | 5,635 | 0.00 USD | |
| 18 Sept 2025 | GRANT_AWARD | Enovix Corp | 5,635 | 0.00 USD | |
| 28 Aug 2025 | SALE | Enovix Corp | 655,255 | 1.27 USD | deriv |
| 29 Aug 2025 | SALE | Enovix Corp | 1,259,211 | 0.60 USD | deriv |
| 15 Aug 2025 | GIFT | Enovix Corp | 500,000 | 0.00 USD | deriv |
| 14 Aug 2025 | GIFT | Enovix Corp | 500,000 | 0.00 USD | deriv |
| 11 Aug 2025 | EXERCISE | Enovix Corp | 220,114 | 8.75 USD | |
| 11 Aug 2025 | EXERCISE | Enovix Corp | 220,114 | 0.00 USD | deriv |
| 08 Aug 2025 | GRANT_AWARD | Enovix Corp | 57,142 | 8.75 USD | |
| 08 Aug 2025 | EXERCISE | Enovix Corp | 57,142 | 0.00 USD | deriv |
| 10 Jul 2025 | PURCHASE | SunPower Inc. | — | 5000000.00 USD | deriv |
| 16 Jun 2025 | GIFT | Enovix Corp | 3,782 | 0.00 USD | |
| 16 Jun 2025 | GRANT_AWARD | Enovix Corp | 3,782 | 0.00 USD | |
| 12 Jun 2025 | GRANT_AWARD | Enovix Corp | 22,543 | 0.00 USD | |
| 03 Jun 2025 | PURCHASE | SunPower Inc. | 303,000 | 1.68 USD | |
| 03 Jun 2025 | PURCHASE | SunPower Inc. | 303,000 | 1.68 USD | |
| 02 Jun 2025 | PURCHASE | SunPower Inc. | 10,589 | 1.49 USD | |
| 02 Jun 2025 | PURCHASE | SunPower Inc. | 10,588 | 1.49 USD | |
| 30 May 2025 | PURCHASE | SunPower Inc. | 150,000 | 1.38 USD |
4 purchases reported after at least 12 months of silence — most recent on 13 May 2022.