Position over 7 quarters · +64% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 181K | — | $29.6M | |
| Q1 '24 | 414K | +233K | $79.0M | |
| Q2 '24 | 432K | +18K | $74.8M | |
| Q3 '24 | 397K | -35K | $87.8M | |
| Q4 '24 | 293K | -105K | $64.4M | |
| Q1 '25 | 283K | -10K | $70.3M | |
| Q2 '25 | 297K | +14K | $87.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.