Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| Cognyte Software Ltd. | 9,020,184 | reported | 12 Sept 2024 | tx 2+969,631 |
| GREEN DOT CORP | 5,376,787 | reported | 31 Dec 2024 | tx 5+198,914−959,180 |
| Paysign, Inc. | 5,336,146 | reported | 14 Jan 2025 | tx 11+294,001−754,087 |
| NERDWALLET, INC. | 5,251,145 | reported | 22 Oct 2024 | tx 2+461,777 |
| Heritage Global Inc. | 3,792,577 | reported | 13 Apr 2023 | tx 10−575,489 |
| Usio, Inc. | 2,427,912 | reported | 11 Nov 2022 | tx 6+96,691−524,369 |
| Optex Systems Holdings Inc | 691,256 | reported | 30 Jun 2025 | tx 7+17,400−114,807 |
| ACCESS Newswire Inc. | 658,111 | reported | 29 May 2024 | tx 6+112,558 |
| NeuroMetrix, Inc. | 570,478 | reported | 10 Jun 2021 | tx 1+28,238 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jun 2025 | SALE | Optex Systems Holdings Inc | 30,945 | 11.07 USD | |
| 30 Jun 2025 | SALE | Optex Systems Holdings Inc | 47,700 | 11.68 USD | |
| 27 Jun 2025 | SALE | Optex Systems Holdings Inc | 10,000 | 11.26 USD | |
| 14 Jan 2025 | SALE | Paysign, Inc. | 120,000 | 3.24 USD | |
| 13 Jan 2025 | SALE | Paysign, Inc. | 154,982 | 3.06 USD | |
| 27 Dec 2024 | SALE | Optex Systems Holdings Inc | 12,488 | 7.01 USD | |
| 30 Dec 2024 | SALE | Optex Systems Holdings Inc | 13,674 | 7.24 USD | |
| 31 Dec 2024 | SALE | Paysign, Inc. | 20,834 | 3.03 USD | |
| 27 Dec 2024 | SALE | Paysign, Inc. | 231,187 | 3.31 USD | |
| 30 Dec 2024 | SALE | Paysign, Inc. | 227,084 | 3.07 USD | |
| 31 Dec 2024 | SALE | GREEN DOT CORP | 331,339 | 10.54 USD | |
| 30 Dec 2024 | SALE | GREEN DOT CORP | 380,611 | 10.44 USD | |
| 27 Dec 2024 | SALE | GREEN DOT CORP | 247,230 | 10.54 USD | |
| 21 Oct 2024 | PURCHASE | NERDWALLET, INC. | 49,722 | 12.05 USD | |
| 22 Oct 2024 | PURCHASE | NERDWALLET, INC. | 412,055 | 11.35 USD | anomaly |
| 23 Sept 2024 | PURCHASE | GREEN DOT CORP | 36,671 | 12.49 USD | |
| 24 Sept 2024 | PURCHASE | GREEN DOT CORP | 162,243 | 11.87 USD | |
| 12 Sept 2024 | PURCHASE | Cognyte Software Ltd. | 416,040 | 6.30 USD | |
| 11 Sept 2024 | PURCHASE | Cognyte Software Ltd. | 553,591 | 6.31 USD | |
| 29 May 2024 | PURCHASE | ACCESS Newswire Inc. | 14,412 | 9.28 USD | |
| 28 May 2024 | PURCHASE | ACCESS Newswire Inc. | 36,559 | 9.46 USD | |
| 14 May 2024 | PURCHASE | ACCESS Newswire Inc. | 30,000 | 9.97 USD | |
| 10 May 2024 | PURCHASE | ACCESS Newswire Inc. | 7,027 | 10.00 USD | |
| 13 May 2024 | PURCHASE | ACCESS Newswire Inc. | 14,062 | 9.83 USD | |
| 15 Mar 2024 | PURCHASE | ACCESS Newswire Inc. | 10,498 | 11.90 USD |
1 purchase reported after at least 12 months of silence — most recent on 05 Apr 2023.