Position over 8 quarters · +153% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 547K | — | $33.4M | |
| Q2 '24 | 561K | +14K | $35.7M | |
| Q3 '24 | 589K | +28K | $42.3M | |
| Q4 '24 | 1.1M | +549K | $70.8M | |
| Q1 '25 | 416K | -722K | $29.8M | |
| Q2 '25 | 1.2M | +818K | $87.3M | |
| Q3 '25 | 1.5M | +222K | $96.5M | |
| Q4 '25 | 1.4M | -72K | $96.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.