Mutual Funds Holdings
Stock | Jun 2024 | Jul 2024 | Aug 2024 | Sep 2024 | Oct 2024 | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
13,215 | 0 | 0 | 0 | 0 | 0 | 5,724 | 23,397 | 23,397 | 23,397 | 23,397 | 23,397 | |
18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | 18,875 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13,837 | 13,837 | 13,837 | 13,837 | 18,837 |
16,800 | 16,800 | 16,800 | 16,800 | 16,931 | 16,931 | 16,931 | 17,739 | 17,739 | 17,739 | 17,739 | 17,739 | |
16,568 | 16,568 | 16,568 | 16,568 | 16,568 | 16,568 | 16,568 | 15,279 | 15,279 | 15,279 | 15,279 | 15,279 | |
12,857 | 12,857 | 12,857 | 12,857 | 12,955 | 12,955 | 12,955 | 12,948 | 12,948 | 12,948 | 12,948 | 12,948 | |
9,110 | 9,110 | 9,110 | 9,110 | 10,320 | 10,320 | 10,320 | 11,341 | 11,341 | 11,341 | 11,341 | 11,341 | |
0 | 6,780 | 6,780 | 6,780 | 6,780 | 6,780 | 6,780 | 10,162 | 10,162 | 10,162 | 10,162 | 10,162 | |
17,035 | 17,035 | 17,035 | 11,415 | 11,415 | 11,415 | 9,133 | 9,133 | 9,133 | 9,133 | 9,133 | 9,133 | |
Decreased Allocation | 0 | 0 | 0 | 0 | 2,428 | 2,428 | 2,428 | 8,798 | 8,798 | 8,798 | 8,798 | 4,798 |
3,916 | 3,916 | 3,916 | 3,916 | 5,278 | 5,278 | 5,278 | 4,719 | 4,719 | 4,719 | 4,719 | 4,719 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,442 |
2,008 | 2,008 | 2,008 | 2,008 | 3,356 | 3,356 | 3,356 | 3,356 | 3,356 | 3,356 | 3,356 | 3,356 | |
2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | 2,636 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,590 |
536 | 536 | 536 | 536 | 536 | 536 | 536 | 436 | 436 | 436 | 436 | 436 | |
346 | 346 | 346 | 346 | 346 | 346 | 346 | 300 | 300 | 300 | 300 | 300 | |
1,332 | 1,332 | 1,332 | 1,097 | 847 | 847 | 847 | 0 | 0 | 0 | 0 | 0 | |
57,629 | 57,629 | 57,629 | 52,889 | 23,388 | 23,388 | 23,388 | 0 | 0 | 0 | 0 | 0 | |
16,184 | 16,184 | 16,184 | 16,184 | 16,184 | 23,926 | 23,926 | 0 | 0 | 0 | 0 | 0 | |
1,899 | 1,899 | 1,899 | 1,899 | 198 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
1,253 | 853 | 853 | 853 | 19 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
796 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 3,960 | 9,584 | 9,584 | 0 | 10,000 | 20,672 | 20,672 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,595 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 4,081 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 419 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
1,235 | 435 | 435 | 435 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10,800 | 0 |
Full Exit | 0 | 3,981 | 3,981 | 3,981 | 3,981 | 3,981 | 3,981 | 2,453 | 2,453 | 2,453 | 888 | 0 |
0 | 0 | 0 | 708 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |