Capital Performance 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	-1,954	Closed	-$206K	–	304
2025 Q1	$206K	Buy	+1,954	New	+$206K	0.05%	239
2024 Q4	–	Sell	-196	Closed	-$14.5K	–	1866
2024 Q3	$14.5K	Buy	+196	New	+$14.5K	﹤0.01%	697