Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LENSAR, Inc. | 88,214 | reported | 23 May 2025 | tx 32+136,662 |
| HCW Biologics Inc. | 4,075 | reported | 16 May 2025 | tx 24+148,219 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 42 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 May 2025 | GRANT_AWARD | LENSAR, Inc. | 7,374 | 0.00 USD | |
| 16 May 2025 | PURCHASE | HCW Biologics Inc. | 1,342 | 7.45 USD | |
| 08 May 2025 | PURCHASE | HCW Biologics Inc. | 2,308 | 26.00 USD | |
| 07 May 2025 | PURCHASE | HCW Biologics Inc. | 1,154 | 0.00 USD | deriv |
| 03 Sept 2024 | PURCHASE | LENSAR, Inc. | 685 | 4.50 USD | |
| 28 Aug 2024 | PURCHASE | LENSAR, Inc. | 1,000 | 4.45 USD | |
| 27 Aug 2024 | PURCHASE | LENSAR, Inc. | 500 | 4.50 USD | |
| 26 Aug 2024 | PURCHASE | LENSAR, Inc. | 802 | 4.58 USD | |
| 22 Aug 2024 | PURCHASE | LENSAR, Inc. | 2 | 4.30 USD | anomaly |
| 21 Aug 2024 | PURCHASE | LENSAR, Inc. | 500 | 4.35 USD | |
| 16 Aug 2024 | PURCHASE | LENSAR, Inc. | 6 | 4.03 USD | anomaly |
| 20 Aug 2024 | PURCHASE | LENSAR, Inc. | 500 | 4.20 USD | |
| 12 Aug 2024 | PURCHASE | LENSAR, Inc. | 500 | 4.03 USD | |
| 14 Aug 2024 | PURCHASE | LENSAR, Inc. | 1,000 | 4.20 USD | |
| 14 Jun 2024 | GRANT_AWARD | HCW Biologics Inc. | 12,500 | 0.00 USD | deriv |
| 07 May 2024 | GRANT_AWARD | LENSAR, Inc. | 22,000 | 0.00 USD | |
| 22 Nov 2023 | PURCHASE | LENSAR, Inc. | 300 | 2.10 USD | |
| 16 Nov 2023 | PURCHASE | LENSAR, Inc. | 1,000 | 2.13 USD | |
| 15 Nov 2023 | PURCHASE | LENSAR, Inc. | 500 | 2.15 USD | |
| 10 Nov 2023 | PURCHASE | LENSAR, Inc. | 1,000 | 2.14 USD | |
| 13 Sept 2023 | PURCHASE | HCW Biologics Inc. | 500 | 2.05 USD | |
| 14 Sept 2023 | PURCHASE | HCW Biologics Inc. | 879 | 2.05 USD | |
| 14 Sept 2023 | PURCHASE | HCW Biologics Inc. | 162 | 2.08 USD | |
| 13 Sept 2023 | PURCHASE | HCW Biologics Inc. | 46 | 2.00 USD | |
| 11 Sept 2023 | PURCHASE | HCW Biologics Inc. | 99 | 2.05 USD |