| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2023 Value | Q4 2023 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 | 61.04% | — | $28,950 | 150 | $0 | 0 | +150 | New Buy | |
 | 18.33% | 16.11% | $8,696 | 33 | $3,895 | 15 | +18+120.00% | Add | |
 | 9.17% | — | $4,348 | 47 | $0 | 0 | +47 | New Buy | |
 | 6.88% | — | $3,261 | 38 | $0 | 0 | +38 | New Buy | |
| AANHEUSER BUSCH INBEV | 4.58% | — | $2,174 | 39 | $0 | 0 | +39 | New Buy |
