Position over 9 quarters · +28% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 224K | — | $8.6M | |
| Q2 '24 | 365K | +140K | $12.1M | |
| Q3 '24 | 380K | +15K | $16.0M | |
| Q4 '24 | 352K | -28K | $17.0M | |
| Q1 '25 | 372K | +20K | $17.4M | |
| Q2 '25 | 333K | -39K | $15.1M | |
| Q3 '25 | 333K | -30 | $16.6M | |
| Q4 '25 | 333K | +0 | $36.5M | |
| Q1 '26 | 288K | -45K | $46.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.