DATAROMA Superinvestor Portfolio Activity

Reduce 1.56%

7,828

0.12

Reduce 1.28%

3,332

0.11

Reduce 2.04%

1,232

0.11

Reduce 1.12%

940

0.10

Reduce 1.34%

1,720

0.10

Reduce 1.50%

885

0.10

Reduce 1.57%

1,086

0.08

Reduce 1.61%

1,631

0.08

Reduce 1.01%

1,758

0.07

Reduce 1.21%

6,240

0.07

Reduce 0.67%

1,656

0.06

Reduce 0.94%

0.05

Reduce 1.29%

172

0.04

Reduce 0.65%

628

0.02

Reduce 0.83%

502

0.02

Reduce 1.06%

262

0.02

Reduce 0.67%

227

0.01

Reduce 0.73%

0.01

Q2 2024

Reduce 24.88%

19,983

1.68

Reduce 2.48%

2,134

0.22

Reduce 2.53%

6,769

0.22

Reduce 2.71%

4,834

0.21

Reduce 2.32%

5,879

0.20

Reduce 2.32%

3,043

0.16

Reduce 2.11%

1,273

0.15

Reduce 2.06%

10,585

0.14

Reduce 2.33%

1,645

0.14

Reduce 2.02%

2,096

0.11

Reduce 2.09%

11,030

0.11

Reduce 2.29%

144

0.10

Reduce 2.16%

2,131

0.09

Reduce 2.29%

1,424

0.06

Reduce 2.45%

336

0.06

Reduce 2.02%

507

0.05

Reduce 2.32%

211

0.05

Reduce 1.62%

557

0.04

Q1 2024

Reduce 15.86%

16,198

1.56

Reduce 1.85%

4,792

0.15

Reduce 2.34%

1,928

0.14

Reduce 1.35%

3,675

0.13

Reduce 2.22%

11,954

0.13

Reduce 1.37%

1,822

0.10

Reduce 1.41%

7,322

0.09

Reduce 1.52%

1,091

0.09

Reduce 1.54%

1,621

0.09

Reduce 1.94%

1,946

0.09

Reduce 1.95%

125

0.09

EW - Edwards Lifesciences Corp.

Reduce 2.07%

5,201

0.09

Reduce 1.17%

2,110

0.08

Reduce 1.72%

599

0.05

Reduce 3.05%

431

0.05

GOOG - Alphabet Inc. CL C

Sell 100.00%

1,552

0.05

Reduce 1.58%

1,000

0.04

Reduce 1.77%

454

0.04

Reduce 1.94%

180

0.04

Q4 2023

Reduce 26.27%

36,390

3.52

Reduce 23.27%

24,950

1.67

Reduce 24.03%

31,806

1.59

Reduce 2.85%

7,951

0.24

Reduce 2.78%

7,389

0.20

Reduce 2.59%

4,805

0.19

Reduce 2.67%

1,966

0.17

Reduce 2.26%

12,484

0.13

Reduce 2.31%

152

0.12

Reduce 2.07%

2,222

0.11

Reduce 1.89%

947

0.10

IWF - iShares Russell 1000 Growth ETF

Sell 100.00%

1,339

0.09

Reduce 2.79%

1,001

0.08

Reduce 2.31%

1,494

0.07

Reduce 2.45%

642

0.06

Reduce 1.84%

174

0.04

Reduce 1.49%

213

0.02

Q3 2023

Reduce 43.85%

144,673

5.93

Reduce 32.73%

57,824

3.18

Reduce 35.13%

39,903

3.02

Reduce 29.05%

43,893

2.86

Reduce 31.66%

23,246

2.80

Reduce 33.40%

53,928

2.62

Reduce 42.20%

47,276

2.31

GOOG - Alphabet Inc. CL C

Reduce 97.77%

68,075

2.19

Reduce 17.19%

28,755

2.07

EW - Edwards Lifesciences Corp.

Reduce 38.51%

121,376

2.01

Reduce 18.46%

63,208

1.98

Reduce 23.48%

40,622

1.96

Reduce 28.11%

2,567

1.89

Reduce 27.62%

133,356

1.87

Reduce 23.17%

166,365

1.72

Reduce 21.36%

72,194

1.50

BRK.B - Berkshire Hathaway CL B

Sell 100.00%

19,300

1.06

Reduce 29.02%

10,733

0.94

Reduce 29.83%

6,096

0.89

Reduce 19.72%

8,822

0.75

USB - U.S. Bancorp

Sell 100.00%

61,775

0.33

BX - Blackstone Group

Sell 100.00%

16,750

0.25

T - AT&T Inc.

Sell 100.00%

75,625

0.19

JNJ - Johnson & Johnson

Sell 100.00%

4,905

0.13

VZ - Verizon Communications

Sell 100.00%

21,290

0.13

AEE - Ameren Corp.

Sell 100.00%

6,900

0.09

BA - Boeing Co.

Sell 100.00%

2,775

0.09