Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 41 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 7+377,216−959,180 |
| Paysign, Inc. | 5,336,146 | reported | 14 Jan 2025 | tx 26+803,870−754,087 |
| NERDWALLET, INC. | 5,251,145 | reported | 22 Oct 2024 | tx 2+461,777 |
| Heritage Global Inc. | 3,617,885 | reported | 18 Apr 2023 | tx 20+1,172,937−802,115 |
| Usio, Inc. | 2,427,912 | reported | 11 Nov 2022 | tx 19+467,080−1,047,088 |
| ACCESS Newswire Inc. | 709,264 | reported | 28 Aug 2024 | tx 10+163,711 |
| Optex Systems Holdings Inc | 691,256 | reported | 30 Jun 2025 | tx 7+17,400−114,807 |
| NeuroMetrix, Inc. | 570,478 | reported | 10 Jun 2021 | tx 1+28,238 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Jun 2025 | SALE | Optex Systems Holdings Inc | 10,000 | 11.26 USD | |
| 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 | |
| 14 Jan 2025 | SALE | Paysign, Inc. | 120,000 | 3.24 USD | |
| 13 Jan 2025 | SALE | Paysign, Inc. | 154,982 | 3.06 USD | |
| 31 Dec 2024 | SALE | GREEN DOT CORP | 331,339 | 10.54 USD | |
| 27 Dec 2024 | SALE | GREEN DOT CORP | 247,230 | 10.54 USD | |
| 30 Dec 2024 | SALE | GREEN DOT CORP | 380,611 | 10.44 USD | |
| 30 Dec 2024 | SALE | Paysign, Inc. | 227,084 | 3.07 USD | |
| 27 Dec 2024 | SALE | Paysign, Inc. | 231,187 | 3.31 USD | |
| 31 Dec 2024 | SALE | Paysign, Inc. | 20,834 | 3.03 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 | |
| 08 Nov 2024 | PURCHASE | GREEN DOT CORP | 135,123 | 10.94 USD | |
| 09 Nov 2024 | PURCHASE | GREEN DOT CORP | 43,179 | 10.72 USD | |
| 21 Oct 2024 | PURCHASE | NERDWALLET, INC. | 49,722 | 12.05 USD | |
| 22 Oct 2024 | PURCHASE | NERDWALLET, INC. | 412,055 | 11.35 USD | |
| 24 Sept 2024 | PURCHASE | GREEN DOT CORP | 162,243 | 11.87 USD | |
| 23 Sept 2024 | PURCHASE | GREEN DOT CORP | 36,671 | 12.49 USD | |
| 11 Sept 2024 | PURCHASE | Cognyte Software Ltd. | 553,591 | 6.31 USD | |
| 12 Sept 2024 | PURCHASE | Cognyte Software Ltd. | 416,040 | 6.30 USD | |
| 27 Aug 2024 | PURCHASE | ACCESS Newswire Inc. | 19,826 | 9.65 USD | |
| 28 Aug 2024 | PURCHASE | ACCESS Newswire Inc. | 4,114 | 9.76 USD | |
| 26 Jun 2024 | PURCHASE | ACCESS Newswire Inc. | 4,744 | 7.80 USD | |
| 27 Jun 2024 | PURCHASE | ACCESS Newswire Inc. | 22,469 | 7.83 USD |
1 purchase reported after at least 12 months of silence — most recent on 05 Apr 2023.