Kerrisdale Advisers’s St. Joe Company JOE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Hold	23,990	–	–	0.6%	34
2025 Q1	$1.13M	Hold	23,990	–	–	0.47%	37
2024 Q4	$1.08M	Hold	23,990	–	–	0.36%	55
2024 Q3	$1.4M	Sell	23,990 -13,813	-37%	-$805K	0.48%	51
2024 Q2	$2.07M	Hold	37,803	–	–	0.65%	39
2024 Q1	$2.19M	Hold	37,803	–	–	0.69%	38
2023 Q4	$2.27M	Hold	37,803	–	–	0.68%	39
2023 Q3	$2.05M	Sell	37,803 -15,735	-29%	-$855K	0.65%	42
2023 Q2	$2.59M	Sell	53,538 -9,000	-14%	-$435K	0.7%	44
2023 Q1	$2.6M	Hold	62,538	–	–	0.77%	41
2022 Q4	$2.42M	Buy	+62,538	New	+$2.42M	0.72%	42