Key Metrics

• Jul 27
  Money has been moving out of its sector (Consumer Discretionary).

  Consumer Discretionary has run -5.7 points vs SPY over four weeks, ranking 3→5→10→11 of 11 sectors — this stock trades inside that current.

  RECEIPT: ROTATION MAP, LIVE ↗
• Jul 21
  3 insider transaction filings hit the record.

  Form 4s are events, not verdicts — officers, directors, and 10% owners reporting their own trades. The forms post hours before the media writes them up.

  RECEIPT: SEC FORM 4 × 3, TIMESTAMPED
• Jul 16
  Money rotated out of high-beta cohorts market-wide.

  High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

  RECEIPT: ROTATION GAUGE, LIVE
• Jul 15
  From its Mar 5 high, the share price fell 46%.

  Peak close $5.33 on Mar 5; trough close $2.87 on Jul 15. The drawdown is the fact — the chapters around it are the context.

  RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -46%
• Jul 6
  The stock moved -18.6% in a single session.

  Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

  RECEIPT: DAILY BAR, Jul 6
• Mar 25
  The stock moved -19.1% in a single session.

  Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

  RECEIPT: DAILY BAR, Mar 25

The story updates itself as events post · The wolf reports; you decide