Position over 5 quarters · -90% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 110K | — | $18.9M | |
| Q2 '24 | 112K | +2K | $22.7M | |
| Q3 '24 | 110K | -3K | $25.5M | |
| Q3 '25 | 4K | -105K | $1.4M | |
| Q4 '25 | 11K | +6K | $3.0M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.