Position over 9 quarters · -70% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 244K | — | $36.5M | |
| Q2 '24 | 250K | +6K | $60.8M | |
| Q3 '24 | 250K | +0 | $68.8M | |
| Q4 '24 | 256K | +6K | $60.3M | |
| Q1 '25 | 143K | -113K | $38.7M | |
| Q2 '25 | 100K | -43K | $32.6M | |
| Q3 '25 | 74K | -26K | $33.9M | |
| Q4 '25 | 71K | -3K | $28.3M | |
| Q1 '26 | 74K | +3K | $24.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.