Bordeaux Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,931	Closed	-$443K	–	89
2022 Q1	$443K	Sell	2,931 -89	-3%	-$13.5K	0.24%	62
2021 Q4	$677K	Buy	3,020 +220	+8%	+$49.3K	0.31%	52
2021 Q3	$665K	Hold	2,800	–	–	0.38%	43
2021 Q2	$685K	Buy	+2,800	New	+$685K	0.39%	45