Only look at the most significant actions:
Reduction of holdings:
1. Just reduced holdings and sold off heavily! Buffett cuts holdings of Taiwan Semiconductor $Taiwan Semiconductor (TSM.US)$86%。
This action is the most unexpected, a bit different from Buffett's value investing style, it seems like short-term thinking, puzzling. Originally thought that TSM weakened its 'growth attributes' in Buffett's eyes, relying on monopolies and cash flow to become his new 'money printing machine'. Previously, it also allowed a group of investors to dare to follow and open positions on chip stocks...
"It is worth mentioning that, the world's largest hedge fund Bridgewater, also bearish on chip stocks. Bridgewater Fund liquidated AMD, Micron Technology, nvidia, the three U.S. chip giants, as well as multiple stocks related to the chip industry chain such as Texas Instruments."
2. Reducing holdings of financial stocks, New York Mellon Bank. $Bank of New York Mellon (BK.US)$（Hold positions reduced by 59%.U.S. Bancorp.
Speculating that reducing financial stock holdings is due to preparations for the financial crisis and potential bad debt provisions?
3. Reducing holdings of Activision Blizzard. $Activision Blizzard (ATVI.US)$(Reduce positions by 10%)

Increase positions:
Increase positions in Apple $Apple (AAPL.US)$(Regarding portfolio contribution, disregarding) ; From the perspective of shares and absolute amount,It is highly likely that Apple was purchased using dividend money?
American building product manufacturerPacific Company of Louisiana $Louisiana-Pacific (LPX.US)$Increase the position by 20%...