Mutual Funds Holdings
Stock | Oct 2024 | Nov 2024 | Dec 2024 | Jan 2025 | Feb 2025 | Mar 2025 | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 |
---|---|---|---|---|---|---|---|---|---|---|---|
2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | 2,55,518 | |
25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | 25,000 | |
20,533 | 20,533 | 20,533 | 20,533 | 20,533 | 20,533 | 20,533 | 20,533 | 20,533 | 20,533 | 20,533 | |
16,067 | 16,067 | 16,067 | 16,067 | 16,067 | 16,067 | 16,067 | 19,975 | 19,975 | 19,975 | 19,975 | |
Increased Allocation | 5,712 | 8,677 | 8,677 | 8,677 | 8,677 | 8,677 | 8,677 | 8,677 | 13,677 | 13,677 | 16,885 |
0 | 0 | 0 | 0 | 11,000 | 11,000 | 11,000 | 11,000 | 11,000 | 16,500 | 16,500 | |
10,800 | 10,800 | 10,800 | 10,800 | 10,800 | 10,800 | 10,800 | 10,800 | 10,800 | 10,800 | 10,800 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,684 | 9,684 | 9,684 | |
5,104 | 5,104 | 5,104 | 5,104 | 5,104 | 7,604 | 7,604 | 9,374 | 9,374 | 9,374 | 9,374 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9,090 |
6,894 | 6,894 | 6,894 | 6,894 | 6,894 | 6,894 | 6,894 | 8,818 | 8,818 | 8,818 | 8,818 | |
9,787 | 9,787 | 9,787 | 9,787 | 9,787 | 9,787 | 7,687 | 7,687 | 8,787 | 8,787 | 8,787 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5,773 | 5,773 | 8,378 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3,827 | 7,292 |
4,136 | 4,136 | 5,803 | 5,803 | 5,803 | 5,803 | 5,803 | 5,803 | 5,803 | 5,803 | 5,803 | |
3,031 | 3,031 | 3,031 | 3,031 | 3,031 | 3,031 | 3,031 | 3,031 | 5,491 | 5,491 | 5,491 | |
4,900 | 4,900 | 4,900 | 4,900 | 4,900 | 4,900 | 4,900 | 4,900 | 4,900 | 4,900 | 4,900 | |
5,416 | 5,416 | 5,416 | 5,416 | 5,416 | 5,416 | 5,416 | 4,802 | 4,802 | 4,802 | 4,802 | |
892 | 0 | 0 | 0 | 0 | 0 | 0 | 3,502 | 4,702 | 4,702 | 4,702 | |
4,454 | 4,454 | 4,454 | 4,454 | 4,454 | 4,454 | 4,454 | 4,454 | 4,454 | 4,454 | 4,454 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,050 | 4,050 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 786 | 1,686 | 2,686 | 2,686 | |
0 | 0 | 0 | 705 | 1,505 | 2,005 | 2,005 | 2,005 | 2,005 | 2,005 | 2,005 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,903 | 1,903 | 1,903 | |
1,719 | 1,719 | 1,719 | 1,719 | 1,719 | 1,719 | 1,719 | 1,719 | 1,719 | 1,719 | 1,719 | |
1,208 | 1,208 | 1,208 | 1,208 | 1,208 | 1,208 | 1,208 | 1,208 | 1,208 | 1,208 | 1,208 | |
1,015 | 1,015 | 1,015 | 1,015 | 1,015 | 1,015 | 1,015 | 1,015 | 1,015 | 1,015 | 1,015 | |
262 | 280 | 280 | 280 | 280 | 280 | 280 | 0 | 0 | 595 | 595 | |
0 | 0 | 0 | 0 | 523 | 523 | 523 | 523 | 523 | 523 | 523 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 469 | 469 | |
280 | 280 | 280 | 280 | 280 | 280 | 280 | 280 | 280 | 280 | 280 | |
7,669 | 8,872 | 8,872 | 8,872 | 8,872 | 8,872 | 8,872 | 8,872 | 5,772 | 272 | 272 | |
171 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 1,503 | 1,503 | 0 | 0 | 0 | 0 | |
1,736 | 1,736 | 2,231 | 1,881 | 1,361 | 1,361 | 1,361 | 796 | 0 | 0 | 0 | |
1,052 | 702 | 702 | 702 | 702 | 702 | 702 | 465 | 0 | 0 | 0 | |
1,486 | 1,236 | 1,236 | 826 | 441 | 441 | 0 | 0 | 0 | 0 | 0 | |
4,394 | 4,394 | 4,394 | 4,394 | 4,394 | 4,394 | 4,394 | 4,394 | 2,599 | 0 | 0 | |
15,690 | 23,003 | 18,003 | 18,003 | 18,003 | 18,003 | 18,003 | 18,003 | 3,851 | 0 | 0 | |
0 | 549 | 274 | 274 | 746 | 746 | 746 | 546 | 0 | 0 | 0 | |
6,450 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
4,040 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 5,380 | 11,848 | 11,848 | 14,348 | 8,546 | 8,546 | 8,546 | 8,546 | 8,546 | 17,092 | 0 |
2,246 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2,500 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 1,620 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 80,000 | 80,000 | 0 | 0 | |
0 | 0 | 385 | 385 | 385 | 385 | 578 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 100 | 150 | 150 | 0 | 0 | 0 | 0 | |
0 | 0 | 3,100 | 3,100 | 3,100 | 3,100 | 5,600 | 0 | 0 | 0 | 0 | |
0 | 0 | 1,190 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 6,936 | 6,156 | 4,656 | 4,656 | 2,896 | 2,896 | 0 | 0 | 0 | |
404 | 404 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
4,978 | 3,685 | 3,685 | 2,685 | 405 | 0 | 0 | 0 | 0 | 0 | 0 | |
14,000 | 10,000 | 30,000 | 20,000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
6,122 | 68 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
15,722 | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | 10,000 | 0 | 0 | 0 |