Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| BCP Investment Corp | 27,265 | reported | 20 Mar 2026 | tx 12+67,924 |
| Capitala Finance Corp. | 0 | reported | 15 Jul 2025 | tx 4+1,281−1,435.4 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Mar 2026 | PURCHASE | BCP Investment Corp | 2,655 | 7.48 USD | |
| 12 Dec 2025 | PURCHASE | BCP Investment Corp | 11,005 | 13.63 USD | |
| 19 Sept 2025 | PURCHASE | BCP Investment Corp | 809 | 12.33 USD | |
| 15 Jul 2025 | OTHER | Capitala Finance Corp. | 1,435.4 | — | |
| 15 Jul 2025 | GRANT_AWARD | BCP Investment Corp | 2,153 | — | |
| 13 May 2025 | PURCHASE | BCP Investment Corp | 802 | 12.46 USD | first after silence |
| 13 May 2025 | PURCHASE | Capitala Finance Corp. | 281 | 17.69 USD | |
| 16 Nov 2021 | PURCHASE | Capitala Finance Corp. | 500 | 25.45 USD | |
| 15 Nov 2021 | PURCHASE | Capitala Finance Corp. | 500 | 24.99 USD | first after silence |
| 15 Nov 2021 | PURCHASE | BCP Investment Corp | 1,000 | 25.04 USD | |
| 12 Aug 2020 | PURCHASE | BCP Investment Corp | 25,000 | 1.28 USD | |
| 16 Mar 2020 | PURCHASE | BCP Investment Corp | 4,000 | 1.36 USD | |
| 12 Mar 2020 | PURCHASE | BCP Investment Corp | 5,000 | 1.55 USD | |
| 13 Mar 2020 | PURCHASE | BCP Investment Corp | 10,500 | 1.51 USD | |
| 25 Nov 2019 | PURCHASE | BCP Investment Corp | 3,000 | 2.07 USD | |
| 22 Nov 2019 | PURCHASE | BCP Investment Corp | 2,000 | 2.09 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 May 2025.