What their buys are worth now
3 disclosed purchases, valued at the latest close
If Rod Blum still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 1 purchase has no market price and is left out. More on the limits.
If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 3 disclosed purchases — $3,000 invested — would be worth
$4,284
+$1,284 (+42.81%)
Each filing
3 positionsA backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 1 purchase could not be priced and is excluded.
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