Accurate Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,571	Closed	-$873K	–	454
2025 Q1	$873K	Buy	+8,571	New	+$873K	0.17%	127
2023 Q1	–	Sell	-85	Closed	-$5.78K	–	1027
2022 Q4	$5.78K	Buy	+85	New	+$5.78K	﹤0.01%	987