Position over 5 quarters · +50% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 23K | — | $1.5M | |
| Q2 '24 | 172K | +149K | $10.2M | |
| Q2 '25 | 16K | -155K | $783K | |
| Q4 '25 | 20K | +3K | $828K | |
| Q1 '26 | 34K | +14K | $2.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.