Position over 5 quarters · +6% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 430K | — | $39.6M | |
| Q2 '24 | 350K | -80K | $33.3M | |
| Q3 '24 | 320K | -30K | $23.0M | |
| Q4 '24 | 431K | +111K | $23.6M | |
| Q1 '25 | 455K | +24K | $19.2M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.