Mutual Funds Holdings
Stock | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 |
---|---|---|---|---|---|---|---|---|
0 | 0 | 0 | 0 | 0 | 60,000 | 71,207 | 71,207 | |
Increased Allocation | 0 | 25,000 | 25,000 | 25,000 | 40,948 | 40,948 | 40,948 | 52,715 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 19,000 | 48,927 |
0 | 20,665 | 32,074 | 39,200 | 39,200 | 39,200 | 39,200 | 39,200 | |
Increased Allocation | 0 | 10,374 | 15,702 | 18,102 | 18,102 | 18,102 | 18,102 | 38,896 |
0 | 16,000 | 21,671 | 21,671 | 33,550 | 33,550 | 33,550 | 33,550 | |
0 | 0 | 0 | 0 | 0 | 0 | 30,000 | 30,000 | |
0 | 0 | 0 | 0 | 30,000 | 30,000 | 30,000 | 30,000 | |
0 | 0 | 0 | 0 | 15,224 | 15,224 | 23,397 | 23,397 | |
0 | 0 | 0 | 0 | 0 | 0 | 21,123 | 21,123 | |
0 | 0 | 0 | 0 | 0 | 19,083 | 19,083 | 19,083 | |
0 | 0 | 6,087 | 7,445 | 7,445 | 7,445 | 18,392 | 18,392 | |
Decreased Allocation | 0 | 10,000 | 10,000 | 24,159 | 31,568 | 35,058 | 35,058 | 18,056 |
Decreased Allocation | 0 | 12,301 | 16,099 | 21,505 | 24,325 | 24,325 | 17,488 | 16,373 |
0 | 8,958 | 9,739 | 9,739 | 9,739 | 14,132 | 15,611 | 15,611 | |
Decreased Allocation | 0 | 22,000 | 22,000 | 27,459 | 54,800 | 54,800 | 54,800 | 14,284 |
0 | 0 | 0 | 0 | 0 | 0 | 13,619 | 13,619 | |
0 | 5,192 | 8,176 | 13,242 | 13,242 | 13,242 | 13,242 | 13,242 | |
0 | 8,804 | 13,103 | 13,103 | 13,103 | 13,103 | 13,103 | 13,103 | |
0 | 0 | 0 | 0 | 0 | 0 | 12,147 | 12,147 | |
0 | 11,000 | 11,000 | 11,000 | 11,000 | 11,000 | 11,000 | 11,000 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 3,500 | 8,088 | 10,141 |
0 | 0 | 0 | 0 | 4,800 | 9,712 | 9,712 | 9,712 | |
Increased Allocation | 0 | 2,500 | 3,681 | 3,681 | 3,681 | 3,681 | 3,681 | 9,500 |
Increased Allocation | 0 | 5,600 | 5,600 | 6,627 | 6,627 | 6,627 | 6,627 | 8,112 |
Increased Allocation | 0 | 0 | 2,925 | 2,925 | 2,925 | 2,925 | 2,925 | 7,985 |
0 | 0 | 0 | 0 | 7,000 | 7,836 | 7,836 | 7,836 | |
0 | 4,000 | 4,000 | 6,797 | 6,797 | 7,819 | 7,819 | 7,819 | |
0 | 0 | 0 | 0 | 6,500 | 6,500 | 7,547 | 7,547 | |
0 | 0 | 0 | 0 | 5,500 | 5,500 | 7,048 | 7,048 | |
0 | 0 | 0 | 0 | 6,200 | 6,200 | 6,855 | 6,855 | |
0 | 0 | 5,694 | 6,535 | 6,535 | 6,535 | 6,535 | 6,535 | |
Increased Allocation | 0 | 0 | 3,326 | 4,803 | 4,803 | 4,803 | 4,803 | 6,403 |
0 | 5,514 | 5,514 | 5,514 | 7,794 | 7,794 | 6,065 | 6,065 | |
0 | 0 | 3,938 | 5,817 | 5,817 | 5,817 | 5,817 | 5,817 | |
0 | 5,661 | 5,661 | 5,661 | 5,661 | 5,661 | 5,661 | 5,661 | |
0 | 4,472 | 4,472 | 4,472 | 4,472 | 4,472 | 5,424 | 5,424 | |
0 | 0 | 893 | 4,556 | 4,556 | 4,556 | 5,291 | 5,291 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 3,000 | 5,258 |
0 | 0 | 0 | 0 | 4,000 | 4,000 | 5,065 | 5,065 | |
0 | 0 | 0 | 0 | 0 | 0 | 4,481 | 4,481 | |
Increased Allocation | 0 | 1,500 | 1,730 | 1,730 | 1,484 | 1,484 | 1,484 | 4,383 |
Increased Allocation | 0 | 3,689 | 4,615 | 4,615 | 3,380 | 3,380 | 3,380 | 4,203 |
0 | 1,147 | 1,328 | 539 | 539 | 5,390 | 4,081 | 4,081 | |
0 | 4,674 | 4,674 | 4,674 | 4,674 | 4,674 | 3,924 | 3,924 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 1,600 | 2,375 | 3,903 |
Increased Allocation | 0 | 0 | 1,200 | 1,200 | 2,780 | 2,780 | 2,780 | 3,281 |
0 | 0 | 0 | 0 | 2,500 | 2,500 | 3,139 | 3,139 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,912 |
0 | 2,500 | 2,500 | 2,500 | 2,500 | 2,500 | 2,857 | 2,857 | |
0 | 1,200 | 1,495 | 2,019 | 2,803 | 2,803 | 2,803 | 2,803 | |
0 | 0 | 2,500 | 2,777 | 2,777 | 2,777 | 2,777 | 2,777 | |
0 | 0 | 0 | 0 | 1,900 | 2,162 | 2,498 | 2,498 | |
Increased Allocation | 0 | 1,924 | 1,924 | 2,375 | 2,375 | 2,375 | 1,989 | 2,464 |
Increased Allocation | 0 | 1,092 | 1,092 | 2,028 | 2,047 | 2,047 | 1,873 | 2,460 |
Decreased Allocation | 0 | 1,500 | 1,864 | 1,864 | 3,364 | 3,364 | 3,364 | 2,103 |
0 | 0 | 0 | 0 | 1,829 | 1,829 | 1,829 | 1,829 | |
Decreased Allocation | 0 | 0 | 0 | 0 | 3,039 | 4,749 | 4,084 | 1,685 |
0 | 618 | 859 | 859 | 859 | 1,276 | 1,276 | 1,276 | |
0 | 0 | 0 | 0 | 0 | 1,000 | 1,000 | 1,000 | |
Decreased Allocation | 0 | 1,186 | 1,186 | 1,361 | 1,361 | 1,361 | 1,361 | 987 |
0 | 534 | 617 | 771 | 982 | 982 | 982 | 982 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 410 | 471 | 888 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 756 |
0 | 0 | 0 | 0 | 400 | 400 | 504 | 504 | |
0 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | |
0 | 0 | 0 | 0 | 492 | 492 | 492 | 492 | |
0 | 220 | 220 | 220 | 220 | 220 | 181 | 181 | |
0 | 0 | 2,088 | 3,353 | 3,353 | 3,353 | 0 | 0 | |
0 | 0 | 1,830 | 1,830 | 0 | 0 | 0 | 0 | |
0 | 0 | 9,207 | 9,207 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 3,242 | 3,242 | 3,242 | 3,242 | 3,242 | 0 |
0 | 4,964 | 4,964 | 4,964 | 825 | 825 | 0 | 0 | |
0 | 657 | 1,672 | 1,803 | 1,803 | 1,803 | 0 | 0 | |
0 | 4,175 | 4,175 | 1,675 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 80,000 | 0 |
0 | 0 | 0 | 11,033 | 11,033 | 11,033 | 0 | 0 | |
0 | 900 | 900 | 1,099 | 1,099 | 281 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 172 | 0 | 0 | |
0 | 0 | 19,415 | 19,415 | 19,415 | 19,415 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 6,323 | 6,323 | 19,720 | 0 |
Full Exit | 0 | 0 | 4,291 | 8,224 | 8,224 | 8,224 | 4,203 | 0 |
0 | 0 | 5,976 | 7,241 | 6,536 | 6,536 | 0 | 0 | |
0 | 0 | 810 | 810 | 0 | 0 | 0 | 0 | |
0 | 191 | 223 | 223 | 263 | 96 | 0 | 0 | |
0 | 0 | 18,000 | 18,000 | 18,000 | 0 | 0 | 0 | |
0 | 18,083 | 21,754 | 21,754 | 0 | 0 | 0 | 0 | |
0 | 1,490 | 2,055 | 2,253 | 0 | 0 | 0 | 0 | |
0 | 20,608 | 28,880 | 35,168 | 35,168 | 0 | 0 | 0 | |
0 | 12,751 | 12,751 | 22,212 | 15,999 | 15,999 | 0 | 0 | |
0 | 0 | 5,000 | 5,778 | 5,778 | 5,778 | 0 | 0 | |
Full Exit | 0 | 5,000 | 5,000 | 7,784 | 7,784 | 7,784 | 7,784 | 0 |