Position over 36 quarters · +60% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q3 '16 | 25K | — | $1.2M | |
| Q4 '16 | 50K | +25K | $2.4M | |
| Q1 '17 | 60K | +10K | $3.2M | |
| Q2 '17 | 60K | +0 | $3.3M | |
| Q3 '17 | 60K | +0 | $3.5M | |
| Q4 '17 | 60K | +0 | $3.8M | |
| Q1 '18 | 60K | +0 | $3.9M | |
| Q2 '18 | 60K | +0 | $4.2M | |
| Q3 '18 | 60K | +0 | $4.5M | |
| Q4 '18 | 60K | +0 | $3.7M | |
| Q1 '19 | 60K | +0 | $4.4M | |
| Q2 '19 | 60K | +0 | $4.7M | |
| Q3 '19 | 60K | +0 | $4.8M | |
| Q4 '19 | 60K | +0 | $5.5M | |
| Q1 '20 | 60K | +0 | $4.8M | |
| Q2 '20 | 60K | +0 | $6.3M | |
| Q3 '20 | 60K | +0 | $7.0M | |
| Q4 '20 | 60K | +0 | $7.8M | |
| Q1 '21 | 40K | -20K | $5.3M | |
| Q2 '21 | 40K | +0 | $5.9M | |
| Q3 '21 | 40K | +0 | $6.0M | |
| Q4 '21 | 40K | +0 | $7.0M | |
| Q1 '22 | 40K | +0 | $6.4M | |
| Q2 '22 | 40K | +0 | $5.1M | |
| Q3 '22 | 40K | +0 | $4.8M | |
| Q4 '22 | 40K | +0 | $5.0M | |
| Q1 '23 | 40K | +0 | $6.0M | |
| Q2 '23 | 40K | +0 | $7.0M | |
| Q3 '23 | 40K | +0 | $6.6M | |
| Q4 '23 | 40K | +0 | $7.7M | |
| Q1 '24 | 40K | +0 | $8.3M | |
| Q2 '24 | 40K | +0 | $9.0M | |
| Q3 '24 | 40K | +0 | $9.0M | |
| Q4 '24 | 40K | +0 | $9.3M | |
| Q1 '25 | 40K | +0 | $8.3M | |
| Q2 '25 | 40K | +0 | $10.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.