Position over 5 quarters · -80% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '24 | 976K | — | $35.8M | |
| Q1 '25 | 1.9M | +877K | $69.3M | |
| Q2 '25 | 1.9M | +95K | $79.6M | |
| Q3 '25 | 1.1M | -801K | $43.5M | |
| Q4 '25 | 197K | -950K | $6.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.