Kerrisdale Advisers’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-488,201	Closed	-$37.8M	–	45
2021 Q3	$37.8M	Buy	488,201 +379,298	+348%	+$29.4M	4.1%	8
2021 Q2	$10.2M	Buy	+108,903	New	+$10.2M	0.92%	36