Mutual Funds Holdings
| Stock | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 |
|---|---|---|---|---|---|
Increased Allocation | 0 | 22,000 | 22,000 | 27,459 | 54,800 |
Increased Allocation | 0 | 25,000 | 25,000 | 25,000 | 40,948 |
0 | 20,665 | 32,074 | 39,200 | 39,200 | |
0 | 20,608 | 28,880 | 35,168 | 35,168 | |
Increased Allocation | 0 | 16,000 | 21,671 | 21,671 | 33,550 |
Increased Allocation | 0 | 10,000 | 10,000 | 24,159 | 31,568 |
Fresh Buy | 0 | 0 | 0 | 0 | 30,000 |
Increased Allocation | 0 | 12,301 | 16,099 | 21,505 | 24,325 |
0 | 0 | 19,415 | 19,415 | 19,415 | |
0 | 10,374 | 15,702 | 18,102 | 18,102 | |
0 | 0 | 18,000 | 18,000 | 18,000 | |
Decreased Allocation | 0 | 12,751 | 12,751 | 22,212 | 15,999 |
Fresh Buy | 0 | 0 | 0 | 0 | 15,224 |
0 | 5,192 | 8,176 | 13,242 | 13,242 | |
0 | 8,804 | 13,103 | 13,103 | 13,103 | |
0 | 0 | 0 | 11,033 | 11,033 | |
0 | 11,000 | 11,000 | 11,000 | 11,000 | |
0 | 8,958 | 9,739 | 9,739 | 9,739 | |
0 | 0 | 4,291 | 8,224 | 8,224 | |
Increased Allocation | 0 | 5,514 | 5,514 | 5,514 | 7,794 |
0 | 5,000 | 5,000 | 7,784 | 7,784 | |
0 | 0 | 6,087 | 7,445 | 7,445 | |
Fresh Buy | 0 | 0 | 0 | 0 | 7,000 |
0 | 4,000 | 4,000 | 6,797 | 6,797 | |
0 | 5,600 | 5,600 | 6,627 | 6,627 | |
Decreased Allocation | 0 | 0 | 5,976 | 7,241 | 6,536 |
0 | 0 | 5,694 | 6,535 | 6,535 | |
Fresh Buy | 0 | 0 | 0 | 0 | 6,500 |
Fresh Buy | 0 | 0 | 0 | 0 | 6,323 |
Fresh Buy | 0 | 0 | 0 | 0 | 6,200 |
0 | 0 | 3,938 | 5,817 | 5,817 | |
0 | 0 | 5,000 | 5,778 | 5,778 | |
0 | 5,661 | 5,661 | 5,661 | 5,661 | |
Fresh Buy | 0 | 0 | 0 | 0 | 5,500 |
0 | 0 | 3,326 | 4,803 | 4,803 | |
Fresh Buy | 0 | 0 | 0 | 0 | 4,800 |
0 | 4,674 | 4,674 | 4,674 | 4,674 | |
0 | 0 | 893 | 4,556 | 4,556 | |
0 | 4,472 | 4,472 | 4,472 | 4,472 | |
Fresh Buy | 0 | 0 | 0 | 0 | 4,000 |
0 | 2,500 | 3,681 | 3,681 | 3,681 | |
Decreased Allocation | 0 | 3,689 | 4,615 | 4,615 | 3,380 |
Increased Allocation | 0 | 1,500 | 1,864 | 1,864 | 3,364 |
0 | 0 | 2,088 | 3,353 | 3,353 | |
0 | 0 | 3,242 | 3,242 | 3,242 | |
Fresh Buy | 0 | 0 | 0 | 0 | 3,039 |
0 | 0 | 2,925 | 2,925 | 2,925 | |
Increased Allocation | 0 | 1,200 | 1,495 | 2,019 | 2,803 |
Increased Allocation | 0 | 0 | 1,200 | 1,200 | 2,780 |
0 | 0 | 2,500 | 2,777 | 2,777 | |
0 | 2,500 | 2,500 | 2,500 | 2,500 | |
Fresh Buy | 0 | 0 | 0 | 0 | 2,500 |
0 | 1,924 | 1,924 | 2,375 | 2,375 | |
Increased Allocation | 0 | 1,092 | 1,092 | 2,028 | 2,047 |
Fresh Buy | 0 | 0 | 0 | 0 | 1,900 |
Fresh Buy | 0 | 0 | 0 | 0 | 1,829 |
0 | 657 | 1,672 | 1,803 | 1,803 | |
Decreased Allocation | 0 | 1,500 | 1,730 | 1,730 | 1,484 |
0 | 1,186 | 1,186 | 1,361 | 1,361 | |
0 | 900 | 900 | 1,099 | 1,099 | |
Increased Allocation | 0 | 534 | 617 | 771 | 982 |
0 | 618 | 859 | 859 | 859 | |
Decreased Allocation | 0 | 4,964 | 4,964 | 4,964 | 825 |
0 | 1,147 | 1,328 | 539 | 539 | |
0 | 500 | 500 | 500 | 500 | |
Fresh Buy | 0 | 0 | 0 | 0 | 492 |
Fresh Buy | 0 | 0 | 0 | 0 | 400 |
Increased Allocation | 0 | 191 | 223 | 223 | 263 |
0 | 220 | 220 | 220 | 220 | |
Full Exit | 0 | 0 | 1,830 | 1,830 | 0 |
Full Exit | 0 | 0 | 9,207 | 9,207 | 0 |
Full Exit | 0 | 4,175 | 4,175 | 1,675 | 0 |
Full Exit | 0 | 0 | 810 | 810 | 0 |
Full Exit | 0 | 18,083 | 21,754 | 21,754 | 0 |
Full Exit | 0 | 1,490 | 2,055 | 2,253 | 0 |
