Position over 5 quarters · +6% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 134K | — | $23.6M | |
| Q2 '25 | 204K | +69K | $37.3M | |
| Q3 '25 | 241K | +37K | $40.2M | |
| Q4 '25 | 242K | +2K | $47.3M | |
| Q1 '26 | 142K | -100K | $29.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.