| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2023 Value | Q4 2023 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 APPLE INCAAPL | 22.95% | 48.61% | $40,000 | 218 | $18,937 | 100 | +118+118.00% | Add | |
 BERKSHIRE HATHAWAY INC DELBRK.B | 22.95% | — | $40,000 | 111 | $0 | 0 | +111 | New Buy | |
 CATERPILLAR INCCAT | 17.21% | — | $30,000 | 107 | $0 | 0 | +107 | New Buy | |
 WASTE MGMT INC DELWM | 17.21% | — | $30,000 | 165 | $0 | 0 | +165 | New Buy | |
 CANADIAN NATL RY COCNI | 11.48% | — | $20,000 | 162 | $0 | 0 | +162 | New Buy | |
 ALPHABET INCGOOGL | 8.19% | — | $14,280 | 102 | $0 | 0 | +102 | New Buy |
