Evergreen Capital 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 Q2	–	Sell	-2,620	Closed	-$211K	–	1204
2025 Q1	$211K	Sell	2,620 -654	-20%	-$52.6K	0.01%	967
2024 Q4	$242K	Buy	+3,274	New	+$242K	0.01%	860
2024 Q3	–	Sell	-2,716	Closed	-$238K	–	1041
2024 Q2	$238K	Buy	+2,716	New	+$238K	0.01%	764