Position over 7 quarters · -50% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 192K | — | $90.5M | |
| Q1 '24 | 96K | -96K | $49.8M | |
| Q2 '24 | 237K | +141K | $128.6M | |
| Q3 '24 | 255K | +18K | $132.6M | |
| Q4 '24 | 84K | -171K | $31.1M | |
| Q1 '25 | 52K | -33K | $22.6M | |
| Q2 '25 | 95K | +43K | $37.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.