Retirement Planning Company of New England’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Buy	6,423 +45	+0.7%	+$4.46K	0.28%	103
2025 Q1	$521K	Buy	6,378 +393	+7%	+$32.1K	0.26%	115
2024 Q4	$621K	Sell	5,985 -25	-0.4%	-$2.59K	0.3%	101
2024 Q3	$532K	Buy	6,010 +975	+19%	+$86.4K	0.27%	112
2024 Q2	$369K	Buy	+5,035	New	+$369K	0.2%	138