Position over 9 quarters · +10% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 231K | — | $39.0M | |
| Q2 '24 | 209K | -23K | $30.4M | |
| Q3 '24 | 213K | +4K | $34.5M | |
| Q4 '24 | 218K | +5K | $37.5M | |
| Q1 '25 | 230K | +13K | $37.2M | |
| Q2 '25 | 239K | +9K | $45.8M | |
| Q3 '25 | 249K | +10K | $56.3M | |
| Q4 '25 | 249K | +173 | $53.4M | |
| Q1 '26 | 254K | +4K | $63.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.