Position over 6 quarters · +8% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 77K | — | $30.2M | |
| Q4 '24 | 30K | -47K | $18.2M | |
| Q1 '25 | 80K | +50K | $47.3M | |
| Q2 '25 | 17K | -63K | $9.4M | |
| Q3 '25 | 92K | +75K | $68.2M | |
| Q4 '25 | 83K | -10K | $69.5M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.