Kodai Capital Management’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$14.3M Buy
+174,749
New +$14.3M 0.56% 67
2024
Q3
Sell
-734,109
Closed -$53.8M 177
2024
Q2
$53.8M Buy
+734,109
New +$53.8M 1.02% 32
2024
Q1
Sell
-800,651
Closed -$59.5M 115
2023
Q4
$59.5M Buy
+800,651
New +$59.5M 1.21% 26