CWA

Canvas Wealth Advisors’s Okta OKTA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,653	Closed	-$511K	–	135
2022 Q2	$511K	Sell	5,653 -8,871	-61%	-$802K	0.21%	72
2022 Q1	$1.71M	Buy	14,524 +11,929	+460%	+$1.4M	0.62%	43
2021 Q4	$582K	Buy	+2,595	New	+$582K	0.21%	83