Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| PARK OHIO HOLDINGS CORP | 96,456 | reported | 29 May 2026 | tx 159+171,316−221,460 |
| MARLIN BUSINESS SERVICES CORP | 0 | reported | 20 Jan 2022 | tx 49+116,603−146,463 |
| CRAWFORD UNITED Corp | 0 | reported | 06 Feb 2026 | tx 8+15,750−15,750 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | PARK OHIO HOLDINGS CORP | 3,072 | 0.00 USD | |
| 06 Feb 2026 | OTHER | CRAWFORD UNITED Corp | 15,750 | — | |
| 16 Jun 2025 | GRANT_AWARD | PARK OHIO HOLDINGS CORP | 4,844 | 0.00 USD | |
| 27 Jan 2025 | GRANT_AWARD | CRAWFORD UNITED Corp | 1,250 | 0.00 USD | |
| 05 Dec 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,500 | 32.03 USD | |
| 05 Dec 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,500 | 31.55 USD | |
| 26 Jun 2024 | GRANT_AWARD | PARK OHIO HOLDINGS CORP | 4,350 | 0.00 USD | |
| 02 May 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 26.57 USD | |
| 27 Mar 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,500 | 25.98 USD | |
| 21 Mar 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 27.02 USD | |
| 20 Mar 2024 | SALE | PARK OHIO HOLDINGS CORP | 2,000 | 25.97 USD | |
| 20 Mar 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 26.03 USD | |
| 19 Mar 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 26.00 USD | |
| 20 Mar 2024 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 26.01 USD | |
| 26 Jan 2024 | GRANT_AWARD | CRAWFORD UNITED Corp | 4,000 | 0.00 USD | |
| 27 Dec 2023 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 27.00 USD | |
| 20 Dec 2023 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 26.00 USD | |
| 18 Dec 2023 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 24.92 USD | |
| 19 Dec 2023 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 25.00 USD | |
| 15 Dec 2023 | SALE | PARK OHIO HOLDINGS CORP | 1,000 | 25.00 USD | |
| 31 May 2023 | GRANT_AWARD | PARK OHIO HOLDINGS CORP | 6,000 | 0.00 USD | |
| 10 Jan 2023 | GRANT_AWARD | CRAWFORD UNITED Corp | 4,000 | 0.00 USD | |
| 14 Jul 2022 | PURCHASE | PARK OHIO HOLDINGS CORP | 308 | 14.00 USD | |
| 16 Jun 2022 | PURCHASE | PARK OHIO HOLDINGS CORP | 2,000 | 14.86 USD | |
| 14 Jun 2022 | GRANT_AWARD | PARK OHIO HOLDINGS CORP | 5,000 | 0.00 USD |
3 purchases reported after at least 12 months of silence — most recent on 25 May 2022.