Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$788,758 |
14,857 |
-11.5%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,087,010 |
16,793 |
+0.2%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$621,070 |
16,754 |
+12.6%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$747,967 |
14,879 |
+4.9%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$549,513 |
14,181 |
-4.1%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$858,263 |
14,790 |
-0.1%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$615,947 |
14,810 |
-10.2%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$698,567 |
16,499 |
+0.7%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$496,884 |
16,388 |
+1.8%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$249,457 |
16,094 |
-0.2%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$356,634 |
16,130 |
-51.2%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$880,526 |
33,028 |
+5.6%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$667,138 |
31,277 |
+2.3%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$729,495 |
30,574 |
+3.4%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$1,295,275 |
29,559 |
-0.8%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$3,565,806 |
29,797 |
+7.8%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$3,390,012 |
27,651 |
-6.3%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$4,126,383 |
29,510 |
+2.3%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$6,114,009 |
28,856 |
+3.1%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$5,958,888 |
27,976 |
-0.7%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$7,711,569 |
28,166 |
+29.7%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$6,662,581 |
21,710 |
-2.3%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$6,435,383 |
22,227 |
+7.9%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$3,778,384 |
20,603 |
—
|
Shares |
Sole |
2020-05-06 |
