Position over 7 quarters · +149% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 383K | — | $38.7M | |
| Q1 '24 | 789K | +406K | $79.6M | |
| Q2 '24 | 683K | -106K | $72.6M | |
| Q3 '24 | 391K | -291K | $48.8M | |
| Q4 '24 | 398K | +7K | $48.0M | |
| Q1 '25 | 636K | +238K | $71.7M | |
| Q2 '25 | 955K | +320K | $125.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.