Position over 9 quarters · +15% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 850K | — | $25.6M | |
| Q2 '24 | 965K | +115K | $28.6M | |
| Q3 '24 | 1.4M | +466K | $35.6M | |
| Q4 '24 | 1.6M | +198K | $41.2M | |
| Q1 '25 | 1.6M | +15K | $37.6M | |
| Q2 '25 | 1.2M | -422K | $29.3M | |
| Q3 '25 | 885K | -335K | $22.3M | |
| Q4 '25 | 886K | +1K | $26.1M | |
| Q1 '26 | 976K | +89K | $30.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.