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 |
|---|---|---|---|---|
| Core Scientific, Inc./tx | 454,162 | reported | 04 Feb 2026 | tx 13+824,262−340,100 |
| ORAMED PHARMACEUTICALS INC. | 155,320 | reported | 04 Jan 2024 | tx 8+162,820 |
| Dave Inc./DE | 75,197 | reported | 12 Sept 2025 | tx 23+52,011−27,086 |
| MIDWEST HOLDING INC. | 0 | reported | 20 Dec 2023 | tx 4+3,838−23,825 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Feb 2026 | GRANT_AWARD | Core Scientific, Inc./tx | 18,575 | 0.00 USD | |
| 30 Dec 2025 | GIFT | Core Scientific, Inc./tx | 40,100 | 0.00 USD | |
| 12 Nov 2025 | PURCHASE | Core Scientific, Inc./tx | 30,000 | 9.95 USD | deriv |
| 12 Sept 2025 | SALE | Dave Inc./DE | 591 | 229.75 USD | |
| 12 Sept 2025 | SALE | Dave Inc./DE | 2,462 | 227.90 USD | |
| 12 Sept 2025 | SALE | Dave Inc./DE | 848 | 226.80 USD | |
| 12 Sept 2025 | SALE | Dave Inc./DE | 3 | 225.21 USD | anomaly |
| 12 Sept 2025 | SALE | Dave Inc./DE | 822 | 228.64 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 228 | 203.99 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 596 | 201.80 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 2,327 | 201.10 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 1,384 | 202.86 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 1,659 | 195.79 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 1,012 | 196.94 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 800 | 197.95 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 3,035 | 198.98 USD | |
| 04 Sept 2025 | SALE | Dave Inc./DE | 3,619 | 199.90 USD | |
| 10 Jun 2025 | GIFT | Dave Inc./DE | 2,200 | 0.00 USD | |
| 10 Jun 2025 | GIFT | Dave Inc./DE | 2,200 | 0.00 USD | |
| 02 Jun 2025 | GRANT_AWARD | Dave Inc./DE | 1,105 | 0.00 USD | |
| 04 Jun 2025 | SALE | Dave Inc./DE | 5,400 | 206.92 USD | |
| 04 Jun 2025 | SALE | Dave Inc./DE | 100 | 207.79 USD | |
| 28 May 2025 | PURCHASE | Core Scientific, Inc./tx | 110,000 | 10.87 USD | first after silence |
| 27 Jan 2025 | GRANT_AWARD | Core Scientific, Inc./tx | 20,448 | 0.00 USD | |
| 22 Nov 2024 | SALE | Core Scientific, Inc./tx | 105,000 | 18.11 USD |
1 purchase reported after at least 12 months of silence — most recent on 28 May 2025.