Position over 9 quarters · -40% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 286K | — | $76.4M | |
| Q2 '24 | 245K | -40K | $68.8M | |
| Q3 '24 | 263K | +18K | $55.8M | |
| Q4 '24 | 265K | +2K | $81.8M | |
| Q1 '25 | 167K | -99K | $55.2M | |
| Q2 '25 | 140K | -26K | $42.5M | |
| Q3 '25 | 138K | -3K | $63.2M | |
| Q4 '25 | 140K | +2K | $81.3M | |
| Q1 '26 | 171K | +31K | $89.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.