Position over 15 quarters · +645% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '21 | 197K | — | $28.3M | |
| Q1 '22 | 250K | +53K | $27.3M | |
| Q2 '22 | 250K | +0 | $19.1M | |
| Q3 '22 | 250K | +0 | $15.8M | |
| Q4 '22 | 250K | +0 | $16.2M | |
| Q1 '23 | 722K | +472K | $70.8M | |
| Q2 '23 | 514K | -208K | $58.6M | |
| Q3 '23 | 514K | +0 | $52.9M | |
| Q4 '23 | 532K | +18K | $78.5M | |
| Q1 '24 | 354K | -179K | $63.8M | |
| Q2 '24 | 620K | +267K | $100.6M | |
| Q3 '24 | 620K | +297 | $101.8M | |
| Q4 '24 | 1.3M | +664K | $155.2M | |
| Q1 '25 | 1.5M | +183K | $150.7M | |
| Q2 '25 | 1.5M | +0 | $208.2M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.