Position over 5 quarters · +74% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 175K | — | $26.1M | |
| Q2 '25 | 169K | -6K | $36.0M | |
| Q3 '25 | 191K | +22K | $40.6M | |
| Q4 '25 | 140K | -51K | $33.9M | |
| Q1 '26 | 305K | +165K | $55.7M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.