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 |
|---|---|---|---|---|
| Solo Brands, Inc. | 96,599 | reported | 09 Nov 2023 | tx 19+200,506−194,367 |
| CARRIAGE SERVICES INC | 10,010 | reported | 31 Dec 2025 | tx 10+9,241 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 584 | 42.30 USD | |
| 30 Sept 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 555 | 44.54 USD | |
| 30 Jun 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 540 | 45.74 USD | |
| 31 Mar 2025 | GRANT_AWARD | CARRIAGE SERVICES INC | 638 | 38.75 USD | |
| 31 Dec 2024 | GRANT_AWARD | CARRIAGE SERVICES INC | 620 | 39.85 USD | |
| 30 Sept 2024 | GRANT_AWARD | CARRIAGE SERVICES INC | 753 | 32.83 USD | |
| 28 Jun 2024 | GRANT_AWARD | CARRIAGE SERVICES INC | 1,536 | 26.84 USD | |
| 29 Mar 2024 | GRANT_AWARD | CARRIAGE SERVICES INC | 1,340 | 27.04 USD | |
| 29 Dec 2023 | GRANT_AWARD | CARRIAGE SERVICES INC | 1,448 | 25.01 USD | |
| 09 Nov 2023 | EXERCISE | Solo Brands, Inc. | 9,660 | 0.00 USD | |
| 09 Nov 2023 | SALE | Solo Brands, Inc. | 115,537 | 4.35 USD | |
| 09 Nov 2023 | TAX_WITHHOLDING | Solo Brands, Inc. | 2,352 | 4.53 USD | |
| 09 Nov 2023 | EXERCISE | Solo Brands, Inc. | 9,660 | 0.00 USD | deriv |
| 04 Oct 2023 | TAX_WITHHOLDING | Solo Brands, Inc. | 1,323 | 5.10 USD | |
| 04 Oct 2023 | EXERCISE | Solo Brands, Inc. | 5,435 | 0.00 USD | |
| 04 Oct 2023 | EXERCISE | Solo Brands, Inc. | 5,435 | 0.00 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | CARRIAGE SERVICES INC | 1,227 | 28.25 USD | |
| 15 Aug 2023 | TAX_WITHHOLDING | Solo Brands, Inc. | 2,352 | 6.08 USD | |
| 15 Aug 2023 | EXERCISE | Solo Brands, Inc. | 9,660 | 0.00 USD | |
| 15 Aug 2023 | EXERCISE | Solo Brands, Inc. | 9,660 | 0.00 USD | deriv |
| 15 May 2023 | TAX_WITHHOLDING | Solo Brands, Inc. | 9,408 | 5.19 USD | |
| 15 May 2023 | EXERCISE | Solo Brands, Inc. | 38,640 | 0.00 USD | |
| 15 May 2023 | EXERCISE | Solo Brands, Inc. | 38,640 | 0.00 USD | deriv |
| 01 Oct 2022 | GRANT_AWARD | Solo Brands, Inc. | 21,739 | 0.00 USD | deriv |
| 01 Sept 2022 | PURCHASE | Solo Brands, Inc. | 45,000 | 4.10 USD |