Jackson Creek Investment Advisors’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,947	Closed	-$1.91M	–	304
2024 Q4	$1.91M	Sell	25,947 -815	-3%	-$62.1K	0.57%	18
2024 Q3	$1.77M	Buy	26,762 +5,852	+28%	+$376K	0.52%	39
2024 Q2	$1.18M	Sell	20,910 -39	-0.2%	-$2.05K	0.43%	65
2024 Q1	$1.06M	Sell	20,949 -42	-0.2%	-$2.13K	0.38%	131
2023 Q4	$1.11M	Hold	20,991	–	–	0.43%	67
2023 Q3	$967K	Sell	20,991 -17	-0.1%	-$846	0.41%	84
2023 Q2	$974K	Buy	+21,008	New	+$943K	0.39%	98
2021 Q4	–	Sell	-24,462	Closed	-$1.28M	–	308
2021 Q3	$1.28M	Buy	24,462 +225	+0.9%	+$11.2K	0.48%	36
2021 Q2	$1.23M	Sell	24,237 -2,919	-11%	-$145K	0.46%	51
2021 Q1	$1.23M	Sell	27,156 -806	-3%	-$34.4K	0.43%	74
2020 Q4	$1.02M	Sell	27,962 -16,301	-37%	-$497K	0.4%	103
2020 Q3	$851K	Buy	+44,263	New	+$835K	0.39%	96