Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 34 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 |
|---|---|---|---|---|
| CHARTWELL DIVIDEND & INCOME FUND INC | 227,570 | reported | 30 Jul 2025 | tx 44+227,570 |
| Global Self Storage, Inc. | 147,641 | reported | 01 Dec 2025 | tx 65+277,904−168,343 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 3,342 | 5.16 USD | |
| 01 Dec 2025 | PURCHASE | Global Self Storage, Inc. | 3,062 | 5.18 USD | |
| 26 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 4,873 | 5.17 USD | |
| 25 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 4,547 | 5.18 USD | |
| 24 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 4,064 | 5.14 USD | |
| 21 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 6,226 | 5.09 USD | |
| 20 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 5,870 | 5.08 USD | |
| 19 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 6,226 | 5.13 USD | |
| 17 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 6,226 | 5.12 USD | |
| 18 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 5,618 | 5.16 USD | |
| 13 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 6,694 | 5.03 USD | |
| 14 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 7,035 | 5.09 USD | |
| 11 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 2,069 | 4.97 USD | |
| 12 Nov 2025 | PURCHASE | Global Self Storage, Inc. | 6,055 | 5.03 USD | |
| 29 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 4,592 | 5.48 USD | |
| 27 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 5,477 | 5.36 USD | |
| 28 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 7,209 | 5.42 USD | |
| 25 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 7,823 | 5.22 USD | |
| 26 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 7,788 | 5.26 USD | |
| 21 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 502 | 5.12 USD | |
| 22 Aug 2025 | PURCHASE | Global Self Storage, Inc. | 2,160 | 5.15 USD | |
| 30 Jul 2025 | PURCHASE | CHARTWELL DIVIDEND & INCOME FUND INC | 6,255 | 13.80 USD | |
| 28 Jul 2025 | PURCHASE | CHARTWELL DIVIDEND & INCOME FUND INC | 9,500 | 13.87 USD | |
| 25 Jul 2025 | PURCHASE | CHARTWELL DIVIDEND & INCOME FUND INC | 2,500 | 13.70 USD | |
| 21 Jul 2025 | PURCHASE | CHARTWELL DIVIDEND & INCOME FUND INC | 2,300 | 13.55 USD |
2 purchases reported after at least 12 months of silence — most recent on 01 Jul 2024.