Position over 7 quarters · -40% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 278K | — | $71.9M | |
| Q1 '24 | 225K | -53K | $70.5M | |
| Q2 '24 | 276K | +50K | $81.1M | |
| Q3 '24 | 253K | -22K | $101.3M | |
| Q4 '24 | 199K | -55K | $118.2M | |
| Q1 '25 | 227K | +28K | $119.3M | |
| Q2 '25 | 167K | -60K | $138.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.