Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$636,867 |
11,996 |
-2.1%
|
Shares |
Sole |
2026-02-20 |
| 2025-09-30 |
$793,007 |
12,251 |
-22.6%
|
Shares |
Sole |
2025-11-19 |
| 2025-06-30 |
$586,706 |
15,827 |
+11.3%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$714,889 |
14,221 |
-10.1%
|
Shares |
Sole |
2025-04-24 |
| 2024-12-31 |
$613,296 |
15,827 |
-0.6%
|
Shares |
Sole |
2025-02-18 |
| 2024-09-30 |
$924,243 |
15,927 |
-0.5%
|
Shares |
Sole |
2024-11-18 |
| 2024-06-30 |
$665,939 |
16,012 |
-0.6%
|
Shares |
Sole |
2024-08-16 |
| 2024-03-31 |
$681,970 |
16,107 |
-0.5%
|
Shares |
Sole |
2024-04-15 |
| 2023-12-31 |
$490,971 |
16,193 |
+4.8%
|
Shares |
Sole |
2024-02-15 |
| 2023-09-30 |
$239,444 |
15,448 |
+47.4%
|
Shares |
Sole |
2023-12-11 |
| 2023-06-30 |
$231,668 |
10,478 |
+8.3%
|
Shares |
Sole |
2023-08-16 |
| 2023-03-31 |
$258,042 |
9,679 |
+2.8%
|
Shares |
Sole |
2023-05-17 |
| 2022-12-31 |
$200,907 |
9,419 |
-4.0%
|
Shares |
Sole |
2023-02-08 |
| 2022-09-30 |
$234,162 |
9,814 |
+16.4%
|
Shares |
Sole |
2022-11-21 |
| 2022-06-30 |
$369,358 |
8,429 |
+45.9%
|
Shares |
Sole |
2022-10-03 |
| 2022-03-31 |
$691,213 |
5,776 |
+10.9%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$638,255 |
5,206 |
+190.0%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$250,994 |
1,795 |
0.0%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$380,324 |
1,795 |
—
|
Shares |
Sole |
2021-07-29 |
