Position over 17 quarters · +130% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '22 | 50K | — | $3.6M | |
| Q2 '22 | 50K | +0 | $2.2M | |
| Q3 '22 | 50K | +0 | $2.1M | |
| Q4 '22 | 101K | +51K | $3.7M | |
| Q1 '23 | 134K | +33K | $5.8M | |
| Q2 '23 | 104K | -30K | $6.2M | |
| Q3 '23 | 104K | +0 | $5.6M | |
| Q4 '23 | 104K | +0 | $6.3M | |
| Q1 '24 | 104K | +0 | $7.4M | |
| Q2 '24 | 104K | +0 | $7.3M | |
| Q3 '24 | 104K | +0 | $7.5M | |
| Q4 '24 | 104K | +0 | $11.5M | |
| Q1 '25 | 115K | +11K | $7.1M | |
| Q2 '25 | 115K | +0 | $8.9M | |
| Q3 '25 | 115K | +0 | $9.7M | |
| Q4 '25 | 115K | +0 | $9.8M | |
| Q1 '26 | 115K | +0 | $11.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.