Position over 5 quarters · -68% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 314K | — | $52.9M | |
| Q2 '24 | 151K | -163K | $33.9M | |
| Q3 '24 | 151K | +0 | $37.6M | |
| Q3 '25 | 60K | -91K | $13.2M | |
| Q4 '25 | 100K | +40K | $26.1M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.