Position over 6 quarters · -55% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 349K | — | $30.0M | |
| Q2 '24 | 334K | -15K | $31.8M | |
| Q2 '25 | 162K | -172K | $11.9M | |
| Q3 '25 | 162K | +0 | $10.0M | |
| Q4 '25 | 406K | +243K | $27.3M | |
| Q1 '26 | 159K | -247K | $11.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.