Position over 9 quarters · +41% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 200K | — | $36.2M | |
| Q2 '24 | 230K | +30K | $40.5M | |
| Q3 '24 | 248K | +18K | $47.3M | |
| Q4 '24 | 247K | -990 | $45.5M | |
| Q1 '25 | 249K | +2K | $45.8M | |
| Q2 '25 | 262K | +13K | $49.4M | |
| Q3 '25 | 272K | +10K | $54.3M | |
| Q4 '25 | 274K | +2K | $56.2M | |
| Q1 '26 | 282K | +8K | $57.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.