Position over 9 quarters · -40% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 622K | — | $56.9M | |
| Q2 '24 | 564K | -58K | $61.1M | |
| Q3 '24 | 585K | +21K | $74.2M | |
| Q4 '24 | 733K | +149K | $116.1M | |
| Q1 '25 | 569K | -165K | $80.4M | |
| Q2 '25 | 91K | -477K | $15.4M | |
| Q3 '25 | 124K | +32K | $19.9M | |
| Q4 '25 | 408K | +284K | $93.4M | |
| Q1 '26 | 372K | -36K | $74.3M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.