Empirical Wealth Management’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,178	Closed	-$604K	–	694
2024 Q4	$604K	Buy	8,178 +806	+11%	+$59.5K	0.02%	351
2024 Q3	$576K	Buy	7,372 +4,173	+130%	+$326K	0.02%	346
2024 Q2	$280K	Buy	+3,199	New	+$280K	0.01%	467