Lifelong Wealth Advisors’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	$244K	Sell	3,164 -10	-0.3%	-$771	0.08%	70
2025 Q1	$255K	Buy	3,174 +10	+0.3%	+$804	0.12%	59
2024 Q4	$234K	Buy	+3,164	New	+$234K	0.11%	59