Position over 6 quarters · +235% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '24 | 245K | — | $22.0M | |
| Q1 '25 | 429K | +184K | $27.5M | |
| Q2 '25 | 734K | +305K | $53.1M | |
| Q3 '25 | 734K | +0 | $48.8M | |
| Q4 '25 | 737K | +3K | $42.5M | |
| Q1 '26 | 820K | +83K | $53.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.