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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Increased Allocation | 0 | 0 | 0 | 1,05,367 | 1,50,448 | 1,79,068 | 1,79,068 | 2,49,568 | 2,49,568 | 2,49,568 | 2,49,568 | 3,71,605 |
0 | 0 | 50,540 | 2,84,226 | 2,84,226 | 2,84,226 | 2,84,226 | 2,84,226 | 2,84,226 | 2,84,226 | 3,15,102 | 3,15,102 | |
1,06,417 | 1,60,927 | 1,60,927 | 1,60,927 | 1,60,927 | 1,60,927 | 1,60,927 | 2,14,569 | 1,58,155 | 1,58,155 | 1,98,049 | 1,98,049 | |
Decreased Allocation | 40,195 | 40,195 | 51,959 | 51,959 | 1,55,004 | 1,55,004 | 1,89,067 | 1,89,067 | 2,04,060 | 2,04,060 | 2,04,060 | 1,90,280 |
0 | 0 | 1,76,142 | 2,85,618 | 3,94,790 | 4,82,903 | 4,82,903 | 6,75,626 | 7,80,013 | 7,80,013 | 1,62,193 | 1,62,193 | |
1,17,527 | 1,17,527 | 1,17,527 | 96,687 | 1,12,557 | 1,12,557 | 1,12,557 | 1,12,557 | 1,42,557 | 1,42,557 | 1,60,616 | 1,60,616 | |
0 | 0 | 1,03,133 | 1,67,506 | 52,506 | 26,506 | 0 | 0 | 0 | 0 | 1,10,729 | 1,10,729 | |
1,17,665 | 1,17,665 | 1,17,665 | 1,17,665 | 1,17,665 | 1,17,665 | 1,17,665 | 1,17,665 | 1,09,843 | 1,09,843 | 1,09,843 | 1,09,843 | |
Increased Allocation | 0 | 36,451 | 36,451 | 36,451 | 36,451 | 48,271 | 48,271 | 48,271 | 65,047 | 65,047 | 80,062 | 1,01,312 |
Increased Allocation | 0 | 7,750 | 24,408 | 31,897 | 31,897 | 47,234 | 47,234 | 66,128 | 66,128 | 66,128 | 66,128 | 1,00,128 |
Increased Allocation | 91,714 | 91,714 | 91,714 | 91,714 | 1,09,959 | 1,09,959 | 1,09,959 | 1,09,959 | 1,09,959 | 1,09,959 | 69,519 | 82,019 |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 70,000 |
Increased Allocation | 4,846 | 4,846 | 0 | 0 | 29,936 | 29,936 | 37,436 | 37,436 | 37,436 | 37,436 | 37,436 | 68,707 |
40,472 | 18,472 | 28,087 | 46,999 | 57,749 | 57,749 | 68,549 | 68,549 | 68,549 | 68,549 | 68,549 | 68,549 | |
29,770 | 29,770 | 29,770 | 29,770 | 29,770 | 29,770 | 29,770 | 55,174 | 55,174 | 55,174 | 64,759 | 64,759 | |
0 | 0 | 25,195 | 39,626 | 54,126 | 54,126 | 54,126 | 54,126 | 54,126 | 43,126 | 61,112 | 61,112 | |
0 | 0 | 0 | 0 | 16,501 | 22,930 | 56,538 | 56,538 | 60,214 | 60,214 | 60,214 | 60,214 | |
62,196 | 62,196 | 64,588 | 54,588 | 54,588 | 54,588 | 54,588 | 54,588 | 54,588 | 54,588 | 54,588 | 54,588 | |
Fresh Buy | 0 | 0 | 44,150 | 0 | 0 | 0 | 0 | 0 | 23,618 | 9,921 | 0 | 48,786 |
Decreased Allocation | 0 | 0 | 0 | 92,500 | 1,73,434 | 1,73,434 | 1,73,434 | 1,73,434 | 1,73,434 | 1,73,434 | 1,73,434 | 48,472 |
Increased Allocation | 0 | 0 | 9,389 | 9,389 | 9,389 | 9,389 | 9,389 | 25,779 | 25,779 | 25,779 | 25,779 | 47,849 |
10,807 | 10,807 | 17,357 | 17,357 | 17,357 | 17,357 | 26,037 | 34,187 | 37,874 | 37,874 | 45,723 | 45,723 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25,000 | 45,062 |
Increased Allocation | 27,911 | 27,911 | 27,911 | 27,911 | 20,411 | 20,411 | 24,491 | 24,491 | 30,801 | 30,801 | 30,801 | 38,951 |
29,372 | 29,372 | 29,372 | 29,372 | 38,572 | 38,572 | 38,572 | 38,572 | 38,572 | 38,572 | 38,572 | 38,572 | |
0 | 0 | 0 | 0 | 0 | 9,300 | 9,300 | 24,600 | 24,600 | 24,600 | 36,900 | 36,900 | |
Increased Allocation | 20,688 | 20,688 | 20,688 | 20,688 | 23,968 | 23,968 | 23,968 | 23,968 | 25,258 | 25,258 | 31,242 | 36,242 |
5,926 | 9,844 | 9,844 | 7,344 | 7,344 | 14,008 | 17,508 | 20,008 | 24,250 | 31,150 | 34,019 | 34,019 | |
4,585 | 3,669 | 3,669 | 3,669 | 27,815 | 27,815 | 27,815 | 30,815 | 30,815 | 30,815 | 30,815 | 30,815 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 17,674 | 27,578 | 27,578 | 30,295 | 30,295 | |
0 | 0 | 14,024 | 14,187 | 21,337 | 28,023 | 28,023 | 28,023 | 28,023 | 28,023 | 28,023 | 28,023 | |
57,978 | 57,978 | 57,978 | 57,978 | 57,978 | 57,978 | 57,978 | 57,978 | 57,978 | 57,978 | 27,418 | 27,418 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,755 | 13,978 | 13,978 | 13,978 | 24,011 |
7,791 | 7,791 | 12,330 | 12,330 | 21,303 | 12,815 | 12,815 | 18,815 | 20,185 | 20,185 | 20,185 | 20,185 | |
Increased Allocation | 7,622 | 7,622 | 7,622 | 7,622 | 7,622 | 10,314 | 0 | 0 | 0 | 6,972 | 10,000 | 20,000 |
Increased Allocation | 0 | 0 | 0 | 0 | 4,005 | 6,464 | 6,464 | 11,102 | 11,102 | 11,102 | 11,102 | 19,792 |
Increased Allocation | 0 | 0 | 11,127 | 11,127 | 14,017 | 10,684 | 10,684 | 10,684 | 10,684 | 10,684 | 14,803 | 19,348 |
Increased Allocation | 0 | 0 | 7,933 | 0 | 0 | 0 | 11,105 | 9,105 | 11,368 | 11,368 | 11,368 | 17,068 |
0 | 0 | 0 | 2,893 | 0 | 5,971 | 0 | 4,081 | 9,852 | 16,869 | 16,869 | 16,869 | |
21,566 | 21,566 | 21,566 | 21,566 | 21,566 | 21,566 | 21,566 | 17,066 | 16,291 | 16,291 | 16,291 | 16,291 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15,250 |
19,290 | 16,775 | 16,775 | 16,775 | 14,275 | 14,275 | 14,275 | 12,275 | 12,275 | 12,275 | 12,275 | 12,275 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10,773 |
Decreased Allocation | 0 | 0 | 1,773 | 0 | 6,904 | 10,356 | 7,239 | 9,239 | 16,980 | 16,980 | 19,657 | 10,113 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10,000 | 10,000 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,005 | 4,293 | 6,693 | 6,693 | 8,455 |
Fresh Buy | 3,303 | 3,303 | 3,303 | 4,642 | 4,642 | 4,642 | 4,642 | 0 | 0 | 0 | 0 | 4,000 |
Decreased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 1,042 | 1,563 | 4,452 | 4,452 | 4,780 | 2,105 |
5,530 | 5,530 | 5,530 | 5,530 | 5,530 | 5,530 | 5,530 | 5,530 | 5,530 | 6,530 | 1,696 | 1,696 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,360 | 1,360 | |
82,592 | 1,43,559 | 1,43,559 | 63,282 | 47,347 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
22,279 | 17,824 | 0 | 0 | 0 | 0 | 0 | 26,000 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 27,900 | 0 | 0 | 0 | 0 | 0 | |
25,000 | 36,927 | 36,927 | 35,168 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
8,907 | 8,907 | 8,907 | 8,907 | 37,714 | 37,714 | 19,214 | 19,214 | 19,214 | 19,214 | 0 | 0 | |
44,012 | 44,012 | 34,012 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 8,641 | 13,173 | 7,831 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 10,600 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
27,422 | 27,422 | 43,422 | 43,422 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
3,126 | 4,689 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
2,25,377 | 2,25,377 | 2,25,377 | 3,50,490 | 3,50,490 | 3,50,490 | 3,50,490 | 3,50,490 | 3,50,490 | 3,50,490 | 0 | 0 | |
5,852 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 33,580 | 33,580 | 33,580 | 48,080 | 48,080 | 48,080 | 33,080 | 56,012 | 56,012 | 14,577 | 0 |
1,55,318 | 1,55,318 | 1,55,318 | 1,55,318 | 1,55,318 | 78,318 | 38,212 | 38,212 | 0 | 0 | 0 | 0 | |
15,892 | 15,892 | 15,892 | 25,094 | 25,094 | 25,094 | 25,094 | 27,594 | 27,594 | 27,594 | 0 | 0 | |
60,872 | 87,541 | 87,541 | 87,541 | 87,541 | 87,541 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 48,850 | 48,850 | 48,850 | 0 | 0 | |
0 | 0 | 4,989 | 4,989 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
60,501 | 60,501 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,76,110 | 0 | 0 | 0 | 0 | |
8,213 | 3,691 | 1,030 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
9,151 | 9,151 | 12,613 | 9,758 | 9,758 | 9,758 | 7,258 | 7,258 | 4,858 | 4,858 | 0 | 0 | |
0 | 0 | 0 | 22,612 | 81,712 | 1,13,682 | 28,550 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 1,940 | 4,180 | 4,180 | 4,180 | 4,180 | 4,180 | 0 | 0 | |
1,12,982 | 1,12,982 | 1,44,582 | 1,44,582 | 1,07,582 | 75,702 | 75,702 | 75,702 | 0 | 0 | 0 | 0 | |
L LMW | 0 | 1,383 | 1,682 | 1,682 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,000 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21,413 | 0 |
11,809 | 11,809 | 11,809 | 11,809 | 8,809 | 8,809 | 8,809 | 8,809 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 3,351 | 3,351 | 6,702 | 6,702 | 6,702 | 0 |
14,689 | 14,689 | 14,689 | 14,689 | 14,689 | 14,689 | 14,689 | 14,689 | 5,989 | 0 | 0 | 0 | |
1,200 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,000 | 0 |
0 | 0 | 0 | 22,000 | 28,500 | 27,830 | 0 | 0 | 0 | 0 | 0 | 0 | |
26,236 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 10,186 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 3,147 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 6,911 | 6,911 | 8,588 | 0 | 0 | 0 | 0 | 0 | 0 | |
16,523 | 20,863 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
1,15,198 | 97,898 | 97,898 | 1,78,495 | 1,78,495 | 1,78,495 | 0 | 0 | 0 | 0 | 0 | 0 | |
5,452 | 5,452 | 5,452 | 5,452 | 5,452 | 5,452 | 1,852 | 1,852 | 1,852 | 1,852 | 0 | 0 | |
85,468 | 85,468 | 12,551 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 5,200 | 8,576 | 9,366 | 14,366 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,608 | 4,608 | 4,608 | 0 |
24,286 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
35,138 | 35,138 | 35,138 | 35,138 | 42,955 | 42,955 | 37,455 | 37,455 | 13,869 | 13,869 | 0 | 0 | |
580 | 0 | 0 | 111 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
34,458 | 34,458 | 66,430 | 66,430 | 40,430 | 40,430 | 25,430 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 4,764 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 1,401 | 1,401 | 0 | 0 | 0 | 4,656 | 2,416 | 3,421 | 8,078 | 8,078 | 2,000 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,238 | 12,317 | 0 | 0 |