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 | 54,212 | 68,770 | 68,770 | 68,770 | 84,070 | 84,070 | 1,36,730 | 1,36,730 | 1,64,230 | 1,64,230 | 1,64,230 | 1,96,230 |
Increased Allocation | 54,880 | 54,880 | 54,880 | 54,880 | 54,880 | 49,580 | 49,580 | 49,580 | 49,580 | 49,580 | 49,580 | 1,03,545 |
0 | 0 | 0 | 0 | 0 | 0 | 42,503 | 73,378 | 83,623 | 83,623 | 83,623 | 83,623 | |
0 | 0 | 0 | 0 | 0 | 0 | 47,735 | 57,735 | 57,735 | 73,035 | 73,035 | 73,035 | |
33,010 | 33,010 | 33,010 | 33,010 | 33,010 | 33,010 | 33,010 | 48,197 | 48,197 | 58,197 | 58,197 | 58,197 | |
0 | 0 | 15,341 | 15,341 | 51,757 | 51,757 | 51,757 | 51,757 | 86,238 | 86,238 | 57,492 | 57,492 | |
42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | 42,238 | |
34,404 | 34,404 | 34,404 | 34,404 | 32,804 | 32,804 | 32,804 | 32,804 | 32,804 | 32,804 | 32,804 | 32,804 | |
57,649 | 48,149 | 48,149 | 48,149 | 37,649 | 28,749 | 19,749 | 19,749 | 32,167 | 32,167 | 32,167 | 32,167 | |
7,139 | 5,739 | 9,086 | 22,715 | 28,215 | 28,215 | 22,572 | 15,294 | 15,294 | 24,495 | 24,495 | 24,495 | |
19,245 | 19,245 | 19,245 | 19,245 | 19,245 | 19,245 | 22,452 | 22,452 | 22,452 | 22,452 | 22,452 | 22,452 | |
23,999 | 26,985 | 26,985 | 26,985 | 26,985 | 26,985 | 26,985 | 21,562 | 21,562 | 21,562 | 21,562 | 21,562 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18,760 |
10,345 | 10,345 | 10,345 | 10,345 | 10,345 | 10,345 | 14,145 | 18,195 | 18,195 | 18,195 | 18,195 | 18,195 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 16,391 | 16,391 | 16,391 | 16,391 | 16,391 | |
3,795 | 3,795 | 3,795 | 3,795 | 7,590 | 7,590 | 12,351 | 16,131 | 16,131 | 16,131 | 16,131 | 16,131 | |
19,761 | 19,761 | 19,761 | 19,761 | 19,761 | 14,966 | 14,966 | 14,966 | 14,966 | 14,966 | 14,966 | 14,966 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11,921 |
8,410 | 8,410 | 8,410 | 8,410 | 7,910 | 7,910 | 7,160 | 9,520 | 9,520 | 9,520 | 9,520 | 9,520 | |
7,725 | 6,725 | 6,725 | 6,725 | 6,725 | 6,725 | 9,225 | 7,915 | 7,915 | 9,475 | 9,475 | 9,475 | |
Increased Allocation | 0 | 0 | 0 | 0 | 4,776 | 4,776 | 5,876 | 5,876 | 5,876 | 5,876 | 5,876 | 8,814 |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 2,600 | 5,528 | 5,528 | 5,528 | 5,528 | 5,528 | 8,126 |
0 | 0 | 0 | 0 | 4,712 | 4,712 | 5,822 | 5,822 | 5,822 | 5,822 | 8,025 | 8,025 | |
0 | 0 | 1,900 | 4,850 | 8,050 | 8,050 | 8,050 | 8,050 | 8,050 | 5,188 | 5,188 | 5,188 | |
6,749 | 5,849 | 5,849 | 5,849 | 5,849 | 5,849 | 5,849 | 5,074 | 5,074 | 5,074 | 5,074 | 5,074 | |
8,147 | 8,147 | 8,147 | 8,147 | 9,839 | 9,839 | 7,839 | 7,839 | 7,839 | 7,839 | 4,339 | 4,339 | |
17,307 | 15,577 | 15,577 | 15,577 | 14,147 | 14,147 | 10,500 | 8,541 | 5,991 | 5,991 | 3,491 | 3,491 | |
3,732 | 3,732 | 5,056 | 5,056 | 5,056 | 4,166 | 1,868 | 1,868 | 1,868 | 1,868 | 1,868 | 1,868 | |
Fresh Buy | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,707 |
1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | 1,393 | |
Increased Allocation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 398 | 398 | 798 |
1,553 | 1,553 | 1,553 | 1,553 | 1,553 | 1,553 | 443 | 443 | 443 | 443 | 443 | 443 | |
0 | 0 | 0 | 0 | 0 | 19,380 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 5,570 | 0 | 0 | 0 | 0 | 0 | 0 | |
1,012 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
32,171 | 67,885 | 67,885 | 67,885 | 67,885 | 67,885 | 33,943 | 0 | 0 | 0 | 0 | 0 | |
1,505 | 855 | 855 | 855 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
31,683 | 31,683 | 31,683 | 31,683 | 31,683 | 7,883 | 0 | 0 | 0 | 0 | 0 | 0 | |
12,849 | 20,402 | 16,902 | 16,902 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 40,914 | 63,724 | 81,978 | 81,978 | 81,978 | 42,726 | 0 | 0 | 0 | 0 | 0 | |
53,727 | 46,227 | 46,227 | 46,227 | 46,227 | 46,227 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 6,661 | 3,661 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
8,674 | 8,674 | 8,674 | 3,560 | 0 | 0 | 0 | 11,596 | 11,596 | 11,596 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 38,299 | 0 | 45,000 | 0 | 0 | 95,975 | 95,975 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 36,025 | 0 | 0 | 0 | 0 | |
7,067 | 7,067 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 11,400 | 0 | 0 | 0 | 0 | 0 | 0 | |
1,027 | 0 | 0 | 0 | 1,520 | 1,520 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17,341 | 0 |
0 | 0 | 3,825 | 3,825 | 3,825 | 3,825 | 0 | 0 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4,958 | 4,958 | 4,958 | 4,958 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,141 | 0 | 0 | 0 | 0 | |
1,517 | 1,517 | 1,517 | 1,517 | 1,017 | 837 | 837 | 0 | 0 | 0 | 0 | 0 | |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 713 | 0 | 0 | 0 | 0 | |
Full Exit | 3,807 | 3,807 | 3,807 | 3,807 | 3,057 | 3,057 | 2,557 | 2,557 | 1,207 | 1,207 | 1,207 | 0 |
1,626 | 1,126 | 876 | 376 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
14,538 | 14,538 | 14,538 | 14,538 | 14,538 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
5,523 | 5,523 | 5,523 | 5,523 | 6,281 | 6,281 | 6,281 | 1,620 | 0 | 0 | 0 | 0 | |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 39,750 | 78,850 | 78,850 | 78,850 | 43,260 | 0 |
Full Exit | 31,179 | 31,179 | 31,179 | 31,179 | 31,179 | 31,179 | 31,179 | 31,179 | 16,514 | 16,514 | 6,514 | 0 |
Full Exit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 792 | 1,530 | 1,974 | 384 | 0 |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 219 | 0 | 0 | 0 | 0 |