Position over 9 quarters · +50% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 207K | — | $36.4M | |
| Q2 '24 | 205K | -2K | $32.6M | |
| Q3 '24 | 201K | -4K | $37.8M | |
| Q4 '24 | 201K | +0 | $33.5M | |
| Q1 '25 | 201K | +0 | $40.2M | |
| Q2 '25 | 310K | +110K | $79.9M | |
| Q3 '25 | 310K | +0 | $93.3M | |
| Q4 '25 | 310K | +0 | $95.6M | |
| Q1 '26 | 310K | +0 | $88.0M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.