Position over 15 quarters · +345% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '19 | 39K | — | $11.0M | |
| Q2 '19 | 39K | +0 | $8.8M | |
| Q3 '19 | 142K | +103K | $34.2M | |
| Q3 '20 | 64K | -78K | $27.6M | |
| Q4 '20 | 54K | -11K | $37.9M | |
| Q2 '21 | 9K | -44K | $6.4M | |
| Q3 '21 | 23K | +13K | $17.7M | |
| Q3 '23 | 52K | +29K | $13.0M | |
| Q4 '23 | 290K | +238K | $72.0M | |
| Q1 '24 | 588K | +298K | $103.4M | |
| Q2 '24 | 589K | +500 | $116.5M | |
| Q3 '24 | 435K | -154K | $113.8M | |
| Q4 '24 | 81K | -354K | $32.6M | |
| Q1 '25 | 255K | +174K | $66.1M | |
| Q2 '25 | 175K | -80K | $55.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.