Brown, Lisle/Cummings’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03K	Hold	10	–	–	﹤0.01%	708
2025 Q1	$1.05K	Buy	+10	New	+$1.05K	﹤0.01%	704
2024 Q3	–	Sell	-30	Closed	-$2.81K	–	633
2024 Q2	$2.81K	Buy	+30	New	+$2.81K	﹤0.01%	546