| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2023 Value | Q4 2023 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 | 31.14% | 46.73% | $32,537 | 169 | $19,811 | 100 | +69+69.00% | Add | |
 | 28.06% | — | $29,322 | 200 | $0 | 0 | +200 | New Buy | |
 | 23.73% | — | $24,800 | 100 | $0 | 0 | +100 | New Buy | |
 | 17.07% | — | $17,837 | 50 | $0 | 0 | +50 | New Buy |
