Position over 9 quarters · +50% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 300K | — | $12.1M | |
| Q2 '24 | 423K | +123K | $15.8M | |
| Q3 '24 | 406K | -17K | $18.6M | |
| Q4 '24 | 302K | -104K | $15.2M | |
| Q1 '25 | 385K | +83K | $17.0M | |
| Q2 '25 | 454K | +69K | $19.6M | |
| Q3 '25 | 455K | +993 | $22.1M | |
| Q4 '25 | 372K | -82K | $16.4M | |
| Q1 '26 | 450K | +78K | $20.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.