Position over 9 quarters · +11% shares · SEC 13F
| Quarter | Shares | Δ Shares | Value | |
|---|---|---|---|---|
| Q1 '24 | 255K | — | $123.6M | |
| Q2 '24 | 255K | +0 | $128.4M | |
| Q3 '24 | 255K | +0 | $145.7M | |
| Q4 '24 | 255K | +0 | $149.1M | |
| Q1 '25 | 260K | +5K | $149.9M | |
| Q2 '25 | 277K | +17K | $204.7M | |
| Q3 '25 | 284K | +7K | $208.7M | |
| Q4 '25 | 285K | +593 | $188.0M | |
| Q1 '26 | 284K | -994 | $162.4M |
Source: SEC Form 13F. Values are as-of each quarter-end, not live.