Curated Wealth Partners’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy	+2,578	New	+$256K	0.03%	138
2025 Q1	–	Sell	-2,307	Closed	-$239K	–	156
2024 Q4	$239K	Buy	+2,307	New	+$239K	0.03%	133