Position over 6 quarters · +61% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q4 '24 | 714K | — | $8.6M | |
| Q1 '25 | 714K | +0 | $20.0M | |
| Q2 '25 | 714K | +0 | $16.1M | |
| Q3 '25 | 822K | +108K | $51.6M | |
| Q4 '25 | 892K | +70K | $93.4M | |
| Q1 '26 | 1.2M | +261K | $143.8M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.