Position over 8 quarters · +11% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '24 | 450K | — | $10.0M | |
| Q3 '24 | 766K | +316K | $20.3M | |
| Q4 '24 | 766K | +0 | $16.0M | |
| Q1 '25 | 626K | -140K | $8.5M | |
| Q2 '25 | 601K | -25K | $8.1M | |
| Q3 '25 | 561K | -40K | $14.9M | |
| Q4 '25 | 542K | -19K | $16.1M | |
| Q1 '26 | 500K | -42K | $16.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.