Summit Trail Advisors’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Buy	+2,358	New	+$234K	﹤0.01%	1006
2025 Q1	–	Sell	-2,700	Closed	-$280K	–	440
2024 Q4	$280K	Sell	2,700 -9	-0.3%	-$934	0.01%	306
2024 Q3	$240K	Buy	+2,709	New	+$240K	0.01%	619