Position over 5 quarters · +123% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '25 | 196K | — | $10.8M | |
| Q2 '25 | 457K | +261K | $30.1M | |
| Q3 '25 | 472K | +15K | $26.9M | |
| Q4 '25 | 220K | -252K | $12.8M | |
| Q1 '26 | 438K | +218K | $26.6M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.