| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 5 | +80.00% | +0.87% | +0.78% | +0.09% | -0.36% | — |
| 14d | 5 | +80.00% | +2.18% | +2.26% | -0.09% | -0.02% | — |
| 30d | 5 | +80.00% | +3.67% | +4.79% | -1.13% | -1.16% | — |
| 60d | 5 | +60.00% | +0.84% | +4.72% | -3.88% | -3.85% | — |
| 90d | 5 | +60.00% | +3.05% | +9.51% | -6.45% | -5.93% | — |
| 180d | 5 | +20.00% | -3.94% | +7.24% | -11.18% | -11.01% | — |
| 1y | 5 | +20.00% | -21.41% | -9.16% | -12.25% | -11.75% | — |
| 2y | 5(1 pending) | +0.00% | -26.40% | +1.47% | -27.87% | -28.24% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| COSO COASTALSOUTH BANCSHARES, INC. | PURCHASEGRANT Stock grant | 1,189 | — | — | 1,189 | Feb 11, 2026 | Feb 13, 2026 ↗ | View → |
| COSO COASTALSOUTH BANCSHARES, INC. | PURCHASE | 10,000 | $21.50 | $215.0K | 10,000 | Jul 2, 2025 | Jul 7, 2025 ↗ | View → |
| NFJ VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | PURCHASE | 6,207 | $14.76 | $91.6K | 7,207 | Oct 1, 2021 | Oct 5, 2021 ↗ | View → |
| NCZ VIRTUS CONVERTIBLE & INCOME FUND II | PURCHASE | 19,798 | $5.18 | $102.5K | 20,798 | Oct 1, 2021 | Oct 5, 2021 ↗ | View → |
| NCV VIRTUS CONVERTIBLE & INCOME FUND | PURCHASE | 12,892 | $5.94 | $76.6K | 13,892 | Oct 1, 2021 | Oct 5, 2021 ↗ | View → |
| AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | PURCHASE | 2,050 | $26.83 | $55.0K | 4,050 | Oct 1, 2021 | Oct 5, 2021 ↗ | View → |