Position over 6 quarters · +75% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '24 | 200K | — | $1.8M | |
| Q1 '25 | 268K | +68K | $2.7M | |
| Q2 '25 | 268K | +0 | $3.0M | |
| Q3 '25 | 303K | +35K | $4.4M | |
| Q4 '25 | 303K | +0 | $6.4M | |
| Q1 '26 | 350K | +48K | $3.8M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.