Position over 7 quarters · -60% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 235K | — | $56.2M | |
| Q1 '24 | 328K | +92K | $77.2M | |
| Q2 '24 | 320K | -7K | $86.3M | |
| Q3 '24 | 364K | +44K | $97.7M | |
| Q4 '24 | 159K | -205K | $43.9M | |
| Q1 '25 | 73K | -86K | $21.9M | |
| Q2 '25 | 94K | +21K | $29.3M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.