Position over 7 quarters · +60% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 201K | — | $27.0M | |
| Q1 '24 | 272K | +71K | $39.1M | |
| Q2 '24 | 336K | +64K | $51.0M | |
| Q3 '24 | 330K | -6K | $53.4M | |
| Q4 '24 | 425K | +95K | $75.3M | |
| Q1 '25 | 455K | +30K | $65.2M | |
| Q2 '25 | 322K | -133K | $56.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.