Position over 12 quarters · +1,104% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q2 '23 | 182K | — | $23.4M | |
| Q3 '23 | 917K | +735K | $85.5M | |
| Q4 '23 | 985K | +68K | $122.2M | |
| Q1 '24 | 875K | -110K | $121.4M | |
| Q2 '24 | 938K | +63K | $106.4M | |
| Q3 '24 | 938K | +0 | $62.9M | |
| Q4 '24 | 1.8M | +832K | $137.7M | |
| Q1 '25 | 1.9M | +107K | $128.2M | |
| Q2 '25 | 2.2M | +313K | $191.2M | |
| Q3 '25 | 2.2M | +0 | $147.4M | |
| Q4 '25 | 2.2M | +0 | $145.4M | |
| Q1 '26 | 2.2M | +0 | $137.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.