Position over 5 quarters · +30% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 747K | — | $7.8M | |
| Q2 '25 | 971K | +224K | $16.8M | |
| Q3 '25 | 971K | +0 | $28.5M | |
| Q4 '25 | 971K | +0 | $39.9M | |
| Q1 '26 | 971K | +0 | $38.9M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.