Position over 9 quarters · -26% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 130K | — | $57.8M | |
| Q2 '24 | 148K | +17K | $70.7M | |
| Q3 '24 | 153K | +6K | $74.8M | |
| Q4 '24 | 154K | +585 | $78.6M | |
| Q1 '25 | 151K | -3K | $70.7M | |
| Q2 '25 | 131K | -20K | $72.2M | |
| Q3 '25 | 131K | -372 | $78.4M | |
| Q4 '25 | 132K | +1K | $80.9M | |
| Q1 '26 | 97K | -35K | $55.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.