Position over 7 quarters · +101% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '23 | 113K | — | $30.8M | |
| Q1 '24 | 171K | +58K | $51.6M | |
| Q2 '24 | 278K | +107K | $85.8M | |
| Q3 '24 | 288K | +11K | $106.8M | |
| Q4 '24 | 292K | +4K | $113.0M | |
| Q1 '25 | 262K | -30K | $74.2M | |
| Q2 '25 | 226K | -36K | $69.8M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.