Jackson Creek Investment Advisors’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,989	Closed	-$403K	–	355
2025 Q4	$403K	Sell	4,989 -72	-1%	-$5.83K	0.12%	250
2025 Q3	$415K	Buy	+5,061	New	+$410K	0.12%	230
2025 Q1	–	Sell	-14,674	Closed	-$1.08M	–	352
2024 Q4	$1.08M	Sell	14,674 -459	-3%	-$35.9K	0.33%	159
2024 Q3	$1.18M	Buy	15,133 +3,379	+29%	+$292K	0.35%	159
2024 Q2	$1.03M	Sell	11,754 -19	-0.2%	-$1.66K	0.38%	130
2024 Q1	$1.02M	Sell	11,773 -22	-0.2%	-$1.91K	0.36%	149
2023 Q4	$1M	Sell	11,795 -7	-0.1%	-$540	0.38%	117
2023 Q3	$896K	Sell	11,802 -10	-0.1%	-$821	0.38%	116
2023 Q2	$933K	Buy	+11,812	New	+$887K	0.37%	124
2022 Q4	–	Sell	-12,006	Closed	-$739K	–	358
2022 Q3	$739K	Sell	12,006 -8,849	-42%	-$638K	0.35%	158
2022 Q2	$1.47M	Sell	20,855 -1,708	-8%	-$109K	0.59%	8
2022 Q1	$1.41M	Buy	22,563 +1,639	+8%	+$103K	0.52%	21
2021 Q4	$1.49M	Sell	20,924 -1,460	-7%	-$94.3K	0.53%	20
2021 Q3	$1.25M	Buy	22,384 +200	+0.9%	+$10.6K	0.47%	47
2021 Q2	$1.08M	Buy	+22,184	New	+$1.06M	0.4%	108
2021 Q1	–	Sell	-20,748	Closed	-$884K	–	358
2020 Q4	$884K	Sell	20,748 -36	-0.2%	-$1.47K	0.35%	163
2020 Q3	$752K	Buy	+20,784	New	+$800K	0.34%	150