Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$476,747 |
8,980 |
-0.4%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$583,540 |
9,015 |
+11.9%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$298,524 |
8,053 |
-77.9%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$1,831,687 |
36,437 |
+44.4%
|
Shares |
Defined |
2025-05-09 |
| 2024-12-31 |
$978,127 |
25,242 |
+280.6%
|
Shares |
Defined |
2025-06-30 |
| 2024-09-30 |
$384,854 |
6,632 |
+64.8%
|
Shares |
Defined |
2025-06-26 |
| 2024-06-30 |
$167,357 |
4,024 |
-15.3%
|
Shares |
Defined |
2025-06-12 |
| 2024-03-31 |
$201,241 |
4,753 |
-31.6%
|
Shares |
Defined |
2025-06-02 |
| 2023-12-31 |
$210,693 |
6,949 |
+43.4%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$75,097 |
4,845 |
0.0%
|
Shares |
Defined |
2023-11-24 |
| 2023-06-30 |
$107,122 |
4,845 |
-29.5%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$183,340 |
6,877 |
+42.9%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$102,661 |
4,813 |
+1.5%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$113,167 |
4,743 |
-20.4%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$261,211 |
5,961 |
-93.8%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$11,582,978 |
96,791 |
+19.2%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$9,954,261 |
81,193 |
+16.9%
|
Shares |
Defined |
2022-02-16 |
| 2021-09-30 |
$9,709,655 |
69,439 |
+196.4%
|
Shares |
Defined |
2021-11-04 |
| 2021-06-30 |
$4,964,136 |
23,429 |
+1120.9%
|
Shares |
Defined |
2021-08-11 |
| 2021-03-31 |
$408,747 |
1,919 |
-8.2%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$572,494 |
2,091 |
-90.4%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$6,651,226 |
21,673 |
+0.7%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$6,233,580 |
21,530 |
-34.0%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$5,980,898 |
32,613 |
—
|
Shares |
Defined |
2020-05-14 |
