HBK Sorce Advisory’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,460	Closed	-$216K	–	531
2022 Q1	$216K	Buy	3,460 +404	+13%	+$25.2K	0.01%	490
2021 Q4	$218K	Buy	+3,056	New	+$218K	0.01%	538