Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$9,024,344 |
169,982 |
+17.0%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$9,401,708 |
145,245 |
+1.7%
|
Shares |
Defined |
2025-11-03 |
| 2025-06-30 |
$5,292,743 |
142,777 |
-15.4%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$8,484,670 |
168,782 |
+1.3%
|
Shares |
Defined |
2025-05-08 |
| 2024-12-31 |
$6,458,539 |
166,672 |
+4.4%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$9,260,253 |
159,577 |
-5.9%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$7,052,915 |
169,582 |
-3.5%
|
Shares |
Defined |
2024-08-08 |
| 2024-03-31 |
$7,440,662 |
175,736 |
+2.0%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$5,224,075 |
172,298 |
-1.5%
|
Shares |
Defined |
2024-01-31 |
| 2023-09-30 |
$2,711,988 |
174,967 |
-0.7%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$3,896,113 |
176,215 |
-34.7%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$7,189,748 |
269,683 |
+54.7%
|
Shares |
Defined |
2023-05-08 |
| 2022-12-31 |
$3,718,245 |
174,320 |
-34.7%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$6,371,240 |
267,026 |
+2.4%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$11,427,817 |
260,790 |
+477.5%
|
Shares |
Defined |
2022-09-16 |
| 2022-03-31 |
$5,404,297 |
45,160 |
+270.6%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$1,494,003 |
12,186 |
+1616.3%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$99,279 |
710 |
-35.9%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$234,551 |
1,107 |
-1.1%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$238,347 |
1,119 |
-25.0%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$408,494 |
1,492 |
+29.5%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$353,537 |
1,152 |
-3.9%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$347,146 |
1,199 |
-77.0%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$955,461 |
5,210 |
—
|
Shares |
Defined |
2020-05-13 |
