Mutual Funds Holdings
| Stock | Jul 2024 | Aug 2024 | Sep 2024 | Oct 2024 | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24,491 |
Decreased Allocation | 13,281 | 13,426 | 14,832 | 14,992 | 15,354 | 17,646 | 17,370 | 16,164 | 15,614 | 15,870 | 15,888 | 15,863 |
Decreased Allocation | 10,333 | 10,445 | 10,586 | 10,700 | 10,958 | 11,662 | 11,480 | 10,683 | 11,417 | 11,604 | 11,620 | 10,246 |
Decreased Allocation | 9,005 | 9,102 | 9,225 | 9,324 | 9,549 | 8,780 | 8,643 | 8,043 | 8,488 | 8,627 | 8,636 | 8,083 |
Decreased Allocation | 8,328 | 8,418 | 8,531 | 8,623 | 8,831 | 8,120 | 7,993 | 7,438 | 7,851 | 7,979 | 7,988 | 7,477 |
Increased Allocation | 6,134 | 6,201 | 6,284 | 6,352 | 6,505 | 5,676 | 5,587 | 5,200 | 5,281 | 5,368 | 5,374 | 6,099 |
Decreased Allocation | 6,052 | 6,118 | 6,203 | 6,270 | 6,421 | 7,235 | 7,121 | 6,627 | 7,060 | 7,175 | 7,184 | 6,028 |
Increased Allocation | 4,840 | 4,892 | 4,960 | 5,013 | 5,134 | 5,825 | 5,734 | 5,336 | 5,159 | 5,243 | 5,251 | 5,637 |
Increased Allocation | 2,591 | 2,619 | 5,310 | 5,367 | 5,497 | 5,395 | 5,311 | 4,942 | 4,772 | 4,851 | 4,858 | 4,968 |
Decreased Allocation | 4,176 | 4,221 | 4,278 | 5,177 | 5,302 | 4,875 | 4,799 | 4,466 | 4,713 | 4,790 | 4,798 | 4,488 |
Increased Allocation | 3,056 | 3,090 | 3,131 | 3,165 | 3,241 | 4,221 | 4,155 | 3,866 | 3,391 | 3,447 | 3,453 | 4,030 |
Decreased Allocation | 3,032 | 3,064 | 3,182 | 3,216 | 3,294 | 3,309 | 3,257 | 3,031 | 3,783 | 3,845 | 3,854 | 3,637 |
Decreased Allocation | 0 | 0 | 0 | 0 | 0 | 3,760 | 3,701 | 3,444 | 3,634 | 3,694 | 3,700 | 3,462 |
Decreased Allocation | 3,678 | 3,718 | 3,768 | 3,808 | 3,900 | 3,586 | 3,530 | 3,285 | 3,467 | 3,524 | 3,530 | 3,301 |
Increased Allocation | 3,626 | 3,665 | 3,714 | 3,754 | 3,845 | 3,821 | 3,762 | 3,500 | 3,187 | 3,239 | 3,245 | 3,270 |
Decreased Allocation | 3,463 | 3,501 | 3,548 | 3,586 | 3,673 | 3,377 | 3,324 | 3,093 | 3,264 | 3,318 | 3,324 | 3,109 |
Decreased Allocation | 2,344 | 2,371 | 2,459 | 2,486 | 2,546 | 2,341 | 2,304 | 2,144 | 2,210 | 2,246 | 2,250 | 2,105 |
Decreased Allocation | 2,403 | 2,429 | 2,061 | 2,084 | 2,134 | 1,962 | 1,931 | 1,797 | 1,897 | 1,928 | 1,934 | 1,756 |
Decreased Allocation | 1,441 | 1,457 | 1,476 | 1,492 | 1,528 | 1,880 | 1,851 | 1,722 | 1,818 | 1,847 | 1,852 | 1,731 |
Decreased Allocation | 0 | 0 | 0 | 0 | 0 | 1,775 | 1,747 | 1,626 | 1,716 | 1,744 | 1,748 | 1,634 |
Decreased Allocation | 1,268 | 1,282 | 1,300 | 1,314 | 1,346 | 1,379 | 1,358 | 1,264 | 1,393 | 1,416 | 1,419 | 1,327 |
Decreased Allocation | 1,035 | 1,046 | 1,272 | 1,286 | 1,317 | 1,211 | 1,192 | 1,109 | 1,170 | 1,190 | 1,193 | 1,115 |
Increased Allocation | 804 | 813 | 803 | 812 | 831 | 858 | 845 | 786 | 726 | 737 | 741 | 776 |
Increased Allocation | 860 | 870 | 881 | 891 | 912 | 583 | 573 | 534 | 584 | 594 | 596 | 602 |
Increased Allocation | 323 | 327 | 331 | 334 | 342 | 374 | 368 | 343 | 277 | 282 | 282 | 298 |
3,798 | 3,839 | 3,891 | 3,933 | 4,028 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
6,015 | 6,080 | 6,162 | 6,229 | 6,379 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
