Position over 9 quarters · -82% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 456K | — | $84.3M | |
| Q2 '24 | 312K | -144K | $62.5M | |
| Q3 '24 | 215K | -97K | $55.9M | |
| Q4 '24 | 215K | +0 | $48.1M | |
| Q1 '25 | 148K | -67K | $29.8M | |
| Q2 '25 | 130K | -18K | $42.0M | |
| Q3 '25 | 130K | +0 | $42.8M | |
| Q4 '25 | 130K | +0 | $45.9M | |
| Q1 '26 | 80K | -50K | $22.3M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.