Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| Advanced Flower Capital Inc. | 218,907 | reported | 20 Nov 2025 | tx 28+2,327,842 |
| Sunrise Realty Trust, Inc. | 46,516 | reported | 19 Feb 2026 | tx 7+40,557 |
| AFC BDC Inc. | 2,500 | reported | 28 Apr 2022 | tx 1+2,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | GRANT_AWARD | Sunrise Realty Trust, Inc. | 13,384 | 9.34 USD | |
| 20 Nov 2025 | GRANT_AWARD | Advanced Flower Capital Inc. | 91,240 | 2.74 USD | |
| 22 Aug 2025 | PURCHASE | Advanced Flower Capital Inc. | 2,000 | 4.10 USD | |
| 25 Aug 2025 | PURCHASE | Advanced Flower Capital Inc. | 4,000 | 4.13 USD | |
| 14 Mar 2025 | PURCHASE | Advanced Flower Capital Inc. | 4,000 | 6.25 USD | |
| 17 Mar 2025 | PURCHASE | Advanced Flower Capital Inc. | 4,000 | 6.17 USD | |
| 25 Feb 2025 | GRANT_AWARD | Advanced Flower Capital Inc. | 47,789 | 8.37 USD | |
| 19 Dec 2024 | GRANT_AWARD | Sunrise Realty Trust, Inc. | 7,605 | 13.15 USD | |
| 28 Aug 2024 | PURCHASE | Sunrise Realty Trust, Inc. | 15,000 | 13.66 USD | |
| 19 Aug 2024 | PURCHASE | Sunrise Realty Trust, Inc. | 568 | 11.56 USD | |
| 11 Jul 2024 | PURCHASE | Sunrise Realty Trust, Inc. | 500 | 11.23 USD | first after silence |
| 11 Jul 2024 | PURCHASE | Sunrise Realty Trust, Inc. | 500 | 11.10 USD | |
| 11 Jul 2024 | PURCHASE | Sunrise Realty Trust, Inc. | 3,000 | 11.05 USD | |
| 24 Jan 2024 | GRANT_AWARD | Advanced Flower Capital Inc. | 34,188 | 11.70 USD | |
| 12 May 2023 | PURCHASE | Advanced Flower Capital Inc. | 45,000 | 10.34 USD | |
| 11 May 2023 | PURCHASE | Advanced Flower Capital Inc. | 29,217 | 10.21 USD | |
| 11 May 2023 | PURCHASE | Advanced Flower Capital Inc. | 87,155 | 10.02 USD | |
| 12 May 2023 | PURCHASE | Advanced Flower Capital Inc. | 80,000 | 10.39 USD | |
| 11 May 2023 | PURCHASE | Advanced Flower Capital Inc. | 2,000 | 10.11 USD | |
| 08 Mar 2023 | GRANT_AWARD | Advanced Flower Capital Inc. | 1,000 | 13.94 USD | |
| 08 Mar 2023 | GRANT_AWARD | Advanced Flower Capital Inc. | 25,000 | 14.20 USD | |
| 03 Jan 2023 | GRANT_AWARD | Advanced Flower Capital Inc. | 25,690 | 15.57 USD | |
| 03 Jan 2023 | GRANT_AWARD | Advanced Flower Capital Inc. | 51,380 | 15.57 USD | |
| 12 May 2022 | PURCHASE | Advanced Flower Capital Inc. | 1,000 | 16.88 USD | |
| 11 May 2022 | PURCHASE | Advanced Flower Capital Inc. | 21,183 | 15.80 USD |
1 purchase reported after at least 12 months of silence — most recent on 11 Jul 2024.