Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| ENDRA Life Sciences Inc. | 146,012 | reported | 27 Aug 2024 | tx 2+3,715 |
| Edible Garden AG Inc | 31,360 | reported | 25 Apr 2024 | tx 18+1,005−30,162 |
| Empery Digital Inc. | 24,973 | reported | 08 Jul 2024 | tx 23+108−1,265 |
| GigaDevice Semiconductor Inc. - H Shares | 22,900 | net | 26 May 2026 | tx 1+22,900 |
| Global Star Acquisition Inc. | 9,501 | reported | 21 Feb 2025 | tx 1−100 |
| EATON VANCE INSURED CALIFORNIA MUNICIPAL BOND FUND II | 0 | reported | 11 Dec 2015 | tx 1−586 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND | 0 | reported | 03 Nov 2022 | tx 5+450−8,085 |
| BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | 0 | reported | 12 Jul 2023 | tx 1−1,487 |
| EATON VANCE INSURED NEW YORK MUNICIPAL BOND FUND II | 0 | reported | 11 Dec 2015 | tx 1−201 |
| ALLIANCE CALIFORNIA MUNICIPAL INCOME FUND | 0 | reported | 21 May 2019 | tx 1−351 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | OTHER | Eaton Vance Ltd Duration Income Fund | 5,148 | 24500.00 USD | |
| 29 May 2026 | OTHER | Eaton Vance Senior Floating-Rate Trust | 1,973 | 24500.00 USD | |
| 29 May 2026 | OTHER | Eaton Vance Senior Income Trust | 1,022 | 24500.00 USD | |
| 26 May 2026 | PURCHASE | GigaDevice Semiconductor Inc. - H Shares | 22,900 | 711.02 HKD | first after silence |
| 26 May 2026 | OTHER | JL Mag Rare-Earth Co., Ltd. - H Shares | 497,653 | — | |
| 26 May 2026 | OTHER | Lens Technology Co., Ltd. - H Shares | 595,200 | — | |
| 26 May 2026 | OTHER | Luye Pharma Group Ltd. | 14,980,612 | — | |
| 26 May 2026 | OTHER | Midea Group Co., Ltd. - H Shares | — | — | |
| 26 May 2026 | OTHER | Tianqi Lithium Corporation - H Shares | 344,000 | 50.92 HKD | |
| 21 Feb 2025 | SALE | Global Star Acquisition Inc. | 100 | 7.68 USD | |
| 27 Aug 2024 | PURCHASE | ENDRA Life Sciences Inc. | 3,715 | 0.55 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 14 | 4.43 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 49 | 4.43 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 13 | 4.39 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 100 | 4.39 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 100 | 4.42 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 200 | 4.42 USD | |
| 05 Jul 2024 | SALE | Empery Digital Inc. | 83 | 4.42 USD | |
| 08 Jul 2024 | PURCHASE | Empery Digital Inc. | 100 | 4.53 USD | |
| 08 Jul 2024 | PURCHASE | Empery Digital Inc. | 5 | 4.52 USD | |
| 08 Jul 2024 | SALE | Empery Digital Inc. | 25 | 4.39 USD | |
| 08 Jul 2024 | SALE | Empery Digital Inc. | 1 | 4.29 USD | |
| 08 Jul 2024 | SALE | Empery Digital Inc. | 3 | 4.24 USD | |
| 08 Jul 2024 | SALE | Empery Digital Inc. | 3 | 4.21 USD | |
| 08 Jul 2024 | SALE | Empery Digital Inc. | 3 | 4.15 USD |
3 purchases reported after at least 12 months of silence — most recent on 26 May 2026.