Position over 5 quarters · +90% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 132K | — | $5.8M | |
| Q2 '25 | 141K | +9K | $7.7M | |
| Q3 '25 | 234K | +93K | $15.0M | |
| Q4 '25 | 241K | +7K | $15.3M | |
| Q1 '26 | 250K | +9K | $14.8M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.