Arete Wealth Advisors’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	-3,500	Closed	-$368K	–	792
2025 Q1	$368K	Buy	+3,500	New	+$368K	0.03%	474
2024 Q3	–	Sell	-4,503	Closed	-$421K	–	792
2024 Q2	$421K	Buy	+4,503	New	+$421K	0.03%	431