Position over 5 quarters · +43% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 64K | — | $11.3M | |
| Q2 '25 | 104K | +40K | $19.4M | |
| Q3 '25 | 106K | +2K | $21.3M | |
| Q4 '25 | 86K | -21K | $17.8M | |
| Q1 '26 | 92K | +6K | $19.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.