Position over 6 quarters · -20% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 640K | — | $37.4M | |
| Q2 '24 | 738K | +97K | $40.0M | |
| Q2 '25 | 221K | -516K | $11.2M | |
| Q3 '25 | 428K | +207K | $25.2M | |
| Q4 '25 | 373K | -55K | $22.3M | |
| Q1 '26 | 510K | +137K | $35.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.