Position over 7 quarters · -16% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 372K | — | $128.8M | |
| Q1 '24 | 237K | -134K | $91.1M | |
| Q2 '24 | 233K | -4K | $80.3M | |
| Q3 '24 | 409K | +176K | $165.8M | |
| Q4 '24 | 576K | +166K | $224.0M | |
| Q1 '25 | 615K | +39K | $225.3M | |
| Q2 '25 | 313K | -301K | $114.9M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.