Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$553,357 |
10,423 |
0.0%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$674,680 |
10,423 |
0.0%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$386,380 |
10,423 |
+44.3%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$363,100 |
7,223 |
+15.6%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$242,187 |
6,250 |
-43.8%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$645,873 |
11,130 |
-32.5%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$685,403 |
16,480 |
+19.2%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$585,138 |
13,820 |
-33.3%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$628,230 |
20,720 |
-11.2%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$361,770 |
23,340 |
-18.9%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$636,215 |
28,775 |
+65.6%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$463,377 |
17,381 |
-20.6%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$466,807 |
21,885 |
+42.3%
|
Shares |
Defined |
2023-02-15 |
| 2022-09-30 |
$366,847 |
15,375 |
-1.7%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$685,213 |
15,637 |
-0.4%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$1,877,981 |
15,693 |
+0.7%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$1,909,740 |
15,577 |
-40.1%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$3,634,601 |
25,993 |
+1.2%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$5,442,773 |
25,688 |
+55.2%
|
Shares |
Defined |
2021-07-30 |
| 2021-03-31 |
$3,525,150 |
16,550 |
+3.5%
|
Shares |
Defined |
2021-05-06 |
| 2020-12-31 |
$4,377,354 |
15,988 |
+23.2%
|
Shares |
Defined |
2021-02-08 |
| 2020-09-30 |
$3,982,204 |
12,976 |
+13.5%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$3,311,065 |
11,436 |
+4.9%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$2,000,051 |
10,906 |
—
|
Shares |
Defined |
2020-05-14 |
