Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$634,000 |
11,942 |
-13.1%
|
Shares |
Sole |
2026-02-11 |
| 2025-09-30 |
$889,325 |
13,739 |
+9.1%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$466,970 |
12,597 |
+11.4%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$568,453 |
11,308 |
+1.6%
|
Shares |
Sole |
2025-05-07 |
| 2024-12-31 |
$431,365 |
11,132 |
-18.8%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$795,591 |
13,710 |
+8.6%
|
Shares |
Sole |
2024-11-08 |
| 2024-06-30 |
$525,032 |
12,624 |
+6.0%
|
Shares |
Sole |
2024-08-07 |
| 2024-03-31 |
$504,438 |
11,914 |
+11.2%
|
Shares |
Sole |
2024-05-10 |
| 2023-12-31 |
$324,818 |
10,713 |
-0.4%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$166,656 |
10,752 |
+0.1%
|
Shares |
Sole |
2023-11-13 |
| 2023-06-30 |
$237,571 |
10,745 |
+0.1%
|
Shares |
Sole |
2023-07-31 |
| 2023-03-31 |
$286,248 |
10,737 |
+0.7%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$227,463 |
10,664 |
+317.5%
|
Shares |
Sole |
2023-02-07 |
| 2022-03-31 |
$305,637 |
2,554 |
+39.0%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$225,338 |
1,838 |
+62.7%
|
Shares |
Sole |
2022-02-14 |
| 2021-06-30 |
$239,424 |
1,130 |
-70.8%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$823,884 |
3,868 |
+29.8%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$815,894 |
2,980 |
+70.3%
|
Shares |
Sole |
2021-02-12 |
| 2020-09-30 |
$537,057 |
1,750 |
+25.2%
|
Shares |
Sole |
2020-11-09 |
| 2020-06-30 |
$404,762 |
1,398 |
—
|
Shares |
Sole |
2020-08-13 |
