Position over 6 quarters · +43% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 350K | — | $28.8M | |
| Q2 '24 | 850K | +500K | $56.4M | |
| Q3 '24 | 850K | +0 | $52.5M | |
| Q4 '24 | 650K | -200K | $48.7M | |
| Q1 '25 | 575K | -75K | $38.0M | |
| Q2 '25 | 500K | -75K | $34.2M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.