Position over 8 quarters · +87% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 130K | — | $17.8M | |
| Q2 '24 | 520K | +390K | $89.2M | |
| Q3 '24 | 323K | -197K | $82.4M | |
| Q4 '24 | 323K | +0 | $106.4M | |
| Q1 '25 | 268K | -55K | $81.9M | |
| Q2 '25 | 268K | +0 | $142.0M | |
| Q3 '25 | 268K | +0 | $165.0M | |
| Q4 '25 | 243K | -25K | $159.0M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.