Position over 5 quarters · +102% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '24 | 108K | — | $26.3M | |
| Q2 '25 | 95K | -13K | $29.0M | |
| Q3 '25 | 98K | +3K | $34.9M | |
| Q4 '25 | 67K | -31K | $26.6M | |
| Q1 '26 | 219K | +152K | $94.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.