Position over 7 quarters · -58% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 500K | — | $122.7M | |
| Q1 '24 | 531K | +31K | $130.6M | |
| Q2 '24 | 617K | +86K | $139.5M | |
| Q3 '24 | 545K | -71K | $134.4M | |
| Q4 '24 | 433K | -113K | $98.6M | |
| Q1 '25 | 451K | +19K | $106.6M | |
| Q2 '25 | 211K | -240K | $48.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.