DATAROMA Superinvestor Portfolio Activity

Reduce 0.25%

1,559

0.03

CL - Colgate-Palmolive

Reduce 2.67%

400

0.00

Reduce 2.85%

6,362

0.27

AXP - American Express

Reduce 3.92%

400

0.00

Reduce 4.13%

185,000

0.27

Reduce 4.55%

134,500

0.71

GOOGL - Alphabet Inc.

Reduce 6.51%

145,500

1.16

Reduce 6.55%

244,000

0.70

KO - Coca Cola Co.

Reduce 8.11%

1,500

0.00

Reduce 10.92%

548,933

0.75

Reduce 15.32%

376,000

0.83

TMO - Thermo Fisher Scientific

Reduce 15.66%

128,026

1.88

Reduce 17.82%

780,000

0.31

Reduce 18.15%

399,700

1.46

Q3 2025

Reduce 0.07%

159

0.01

Reduce 0.98%

44,220

0.07

KO - Coca Cola Co.

Reduce 2.63%

500

0.00

TMO - Thermo Fisher Scientific

Reduce 4.34%

37,083

0.44

Reduce 6.90%

218,958

1.08

Reduce 8.11%

53,976

0.90

Reduce 8.84%

361,446

1.02

Reduce 9.01%

433,500

0.16

Reduce 9.29%

225,539

0.78

Reduce 11.92%

680,500

1.04

Reduce 25.26%

829,575

1.85

ORCL - Oracle Corp.

Reduce 48.57%

8,500

0.06

HSY - Hershey Co.

Sell 100.00%

5,100

0.02

Q2 2025

Reduce 0.69%

18,986

0.01

Reduce 1.10%

27,027

0.08

Reduce 2.53%

85,367

0.15

Reduce 4.52%

193,565

0.57

Reduce 4.81%

243,000

0.10

Reduce 5.14%

309,435

0.49

Reduce 6.50%

220,715

0.95

Reduce 7.15%

17,186

0.74

ORCL - Oracle Corp.

Reduce 8.85%

1,700

0.01

VRSK - Verisk Analytics Inc.

Reduce 9.59%

700

0.01

KO - Coca Cola Co.

Reduce 9.95%

2,100

0.00

Reduce 10.15%

75,231

1.40

V - Visa Inc.

Reduce 10.71%

1,200

0.01

AXP - American Express

Reduce 12.07%

1,400

0.01

CME - CME Group

Reduce 13.95%

1,200

0.01

CL - Colgate-Palmolive

Reduce 25.37%

5,100

0.01

Q1 2025

Reduce 1.57%

43,800

0.04

Reduce 2.61%

111,600

0.20

BF.B - Brown-Forman Corp.

Reduce 3.62%

59,100

0.06

Reduce 3.72%

28,600

0.49

Reduce 3.98%

177,600

0.48

Reduce 3.99%

102,100

0.42

Reduce 5.96%

15,220

0.78

Reduce 6.58%

238,990

1.01

Reduce 7.57%

276,100

0.52

Reduce 12.52%

723,015

0.26

Reduce 28.44%

2,392,500

4.49

GOOG - Alphabet Inc. CL C

Sell 100.00%

17,750

0.08

Q4 2024

BF.B - Brown-Forman Corp.

Reduce 0.33%

5,479

0.01

Reduce 2.71%

77,788

0.07

Reduce 6.73%

309,087

0.66

Reduce 7.70%

213,274

0.81

Reduce 9.34%

594,985

0.26

Reduce 11.24%

461,901

0.72

Reduce 13.22%

38,923

1.94

Reduce 16.00%

146,574

2.30

Reduce 17.62%

1,799,206

2.69

Reduce 18.21%

992,971

2.76

Reduce 19.64%

888,188

3.16

JNJ - Johnson & Johnson

Sell 100.00%

6,065

0.02

KVUE - Kenvue Inc

Sell 100.00%

14,739

0.01

Q3 2024

Reduce 0.48%

22,080

0.04

Reduce 1.20%

33,700

0.13

Reduce 2.30%

21,609

0.30

Reduce 6.12%

268,000

0.39

Reduce 10.66%

760,283

0.28

Reduce 10.87%

551,247

1.54

Reduce 11.89%

1,377,315

2.29

Reduce 34.34%

153,978

6.75

Q2 2024

Reduce 3.29%

166,200

0.39

Reduce 3.62%

173,500

0.24

Reduce 4.40%

43,195

0.63

Reduce 6.56%

307,000

0.38

Reduce 7.08%

213,470

0.82

Reduce 7.59%

585,516

0.22

Reduce 7.93%

436,715

1.08

Reduce 12.04%

61,388

2.06

Reduce 18.85%

2,692,350

4.21

CZOOF - Cazoo Group Ltd

Sell 100.00%

29,187

0.00

Q1 2024

Reduce 3.23%

94,895

0.11

Reduce 6.38%

375,616

0.68

Reduce 7.08%

229,929

0.84

Reduce 8.90%

467,943

0.65

Reduce 8.97%

498,208

1.27

Reduce 10.42%

114,169

1.56

Reduce 15.25%

2,570,205

3.79

Reduce 15.58%

94,112

2.49

Reduce 16.04%

894,849

0.98

CZOOF - Cazoo Group Ltd

Reduce 21.77%

8,122

0.00

Reduce 30.47%

3,382,377

1.00

Q4 2023

Reduce 0.20%

12,000

0.02

Reduce 0.55%

31,000

0.05