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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
0 | 50,000 | 60,000 | 60,000 | 77,000 | 77,000 | 95,000 | 95,000 | 95,000 | 95,000 | 95,000 | 95,000 | |
65,000 | 65,000 | 65,000 | 65,000 | 65,000 | 67,500 | 67,500 | 67,500 | 67,500 | 80,000 | 80,000 | 80,000 | |
32,000 | 44,500 | 47,000 | 51,000 | 55,000 | 56,500 | 56,500 | 56,500 | 56,500 | 60,000 | 65,000 | 65,000 | |
Increased Allocation | 35,000 | 43,000 | 48,000 | 50,000 | 52,500 | 52,500 | 52,500 | 52,500 | 52,500 | 55,000 | 55,000 | 60,000 |
Decreased Allocation | 41,500 | 44,500 | 49,000 | 52,500 | 55,000 | 60,000 | 60,000 | 60,000 | 60,000 | 60,000 | 60,000 | 59,000 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 65,000 | 50,000 | 50,000 | 55,000 |
35,000 | 35,000 | 42,000 | 44,000 | 47,000 | 53,000 | 53,000 | 53,000 | 53,000 | 53,000 | 53,000 | 53,000 | |
Decreased Allocation | 34,000 | 34,000 | 35,000 | 35,000 | 35,000 | 38,000 | 40,000 | 40,000 | 40,000 | 41,000 | 41,000 | 40,500 |
8,800 | 15,000 | 15,500 | 31,000 | 31,000 | 31,000 | 31,000 | 31,000 | 31,000 | 37,500 | 37,500 | 37,500 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 32,000 |
Increased Allocation | 3,000 | 3,000 | 0 | 0 | 0 | 0 | 3,600 | 3,600 | 3,600 | 3,200 | 3,200 | 32,000 |
0 | 0 | 0 | 0 | 17,500 | 28,000 | 28,000 | 28,000 | 30,000 | 30,000 | 30,000 | 30,000 | |
Increased Allocation | 26,200 | 26,200 | 28,000 | 30,000 | 30,000 | 0 | 0 | 17,000 | 20,000 | 25,000 | 25,000 | 27,000 |
Increased Allocation | 4,900 | 5,900 | 6,200 | 6,200 | 7,200 | 7,500 | 40,000 | 40,000 | 40,000 | 25,000 | 23,000 | 26,000 |
Decreased Allocation | 0 | 0 | 0 | 0 | 0 | 30,000 | 30,000 | 30,000 | 30,000 | 30,000 | 30,000 | 25,000 |
17,000 | 20,000 | 21,000 | 21,000 | 22,000 | 22,000 | 22,000 | 19,000 | 19,000 | 19,000 | 22,000 | 22,000 | |
Increased Allocation | 0 | 0 | 0 | 7,500 | 7,500 | 9,000 | 9,000 | 9,000 | 10,000 | 10,000 | 15,000 | 16,500 |
23,000 | 24,000 | 24,000 | 24,000 | 24,000 | 25,000 | 30,000 | 30,000 | 30,000 | 20,000 | 16,000 | 16,000 | |
9,100 | 9,100 | 9,100 | 8,000 | 8,000 | 9,500 | 10,500 | 12,500 | 12,500 | 13,500 | 13,500 | 13,500 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11,000 |
7,500 | 8,700 | 9,300 | 10,000 | 10,500 | 10,500 | 11,000 | 7,561 | 7,561 | 11,000 | 10,000 | 10,000 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,000 |
Decreased Allocation | 0 | 7,300 | 12,500 | 12,500 | 12,500 | 13,500 | 13,500 | 14,500 | 15,000 | 15,000 | 15,000 | 9,000 |
Increased Allocation | 5,000 | 4,500 | 4,500 | 6,000 | 6,000 | 6,000 | 4,000 | 0 | 0 | 0 | 7,000 | 8,500 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 8,000 | 8,000 | 8,000 | 8,000 | 8,000 | |
Increased Allocation | 0 | 0 | 0 | 0 | 8,000 | 8,000 | 8,000 | 8,000 | 8,000 | 6,000 | 6,000 | 8,000 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5,000 | 7,000 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5,000 | 5,500 | 6,500 |
0 | 0 | 0 | 0 | 0 | 0 | 3,000 | 3,500 | 4,000 | 5,500 | 6,000 | 6,000 | |
0 | 4,000 | 4,000 | 4,000 | 3,000 | 0 | 0 | 4,500 | 4,500 | 4,500 | 4,500 | 4,500 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,400 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,000 | 4,000 | 4,000 | 3,000 | 3,000 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,500 | 3,000 |
1,250 | 1,400 | 1,150 | 1,300 | 1,300 | 1,300 | 1,300 | 1,300 | 1,100 | 1,100 | 900 | 900 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 350 | 375 | 375 | 450 | 450 | 500 |
10,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
22,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 80,000 | 85,000 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 11,000 | 14,000 | 15,000 | 14,758 | 14,758 | 16,000 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7,000 | 7,500 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20,000 | 24,000 | 24,000 | 24,000 | 0 |
4,050 | 3,000 | 3,500 | 3,500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 8,500 | 9,500 | 9,500 | 9,500 | 8,000 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,50,000 | 0 |
1,600 | 1,400 | 1,400 | 1,600 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 15,500 | 0 | 0 | 0 | 0 | 0 | |
35,000 | 33,112 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
21,000 | 17,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
68,000 | 68,000 | 90,000 | 85,000 | 85,000 | 85,000 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 5,600 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,000 | 1,200 | 1,300 | 1,235 | 0 |
9,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
54,000 | 37,000 | 37,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
10,000 | 11,250 | 11,250 | 11,250 | 11,250 | 11,250 | 9,000 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 6,400 | 6,400 | 0 | 0 | 0 | 0 | 0 | |
4,000 | 4,000 | 4,000 | 4,000 | 5,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 2,500 | 2,500 | 2,500 | 2,750 | 2,250 | 2,750 | 2,000 | 0 | 0 | |
4,400 | 4,400 | 4,400 | 4,400 | 4,400 | 4,400 | 0 | 0 | 0 | 0 | 0 | 0 | |
40,000 | 50,000 | 45,000 | 48,000 | 52,000 | 52,000 | 0 | 0 | 0 | 0 | 0 | 0 | |
10,000 | 9,500 | 9,500 | 8,000 | 8,000 | 8,000 | 4,750 | 3,000 | 0 | 0 | 0 | 0 | |
33,000 | 37,000 | 37,000 | 37,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 2,500 | 3,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,400 | 0 | 0 | 0 | |
Full Exit | 4,700 | 4,700 | 4,700 | 4,700 | 5,500 | 5,500 | 5,500 | 5,000 | 5,000 | 6,000 | 5,000 | 0 |
0 | 51,000 | 71,000 | 71,000 | 71,000 | 71,000 | 55,000 | 80,000 | 0 | 0 | 0 | 0 | |
70,000 | 93,000 | 1,00,000 | 1,00,000 | 1,00,000 | 1,00,000 | 1,00,000 | 1,00,000 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 10,000 | 10,000 | 0 | 0 | 0 | 0 | 0 | 0 | |
2,312 | 2,000 | 2,000 | 2,000 | 2,000 | 2,000 | 1,800 | 0 | 0 | 0 | 0 | 0 | |
3,106 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 21,858 | 23,358 | 10,000 | 0 | 0 |