Carlson Capital’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-59,432	Closed	-$4.84M	–	149
2023 Q3	$4.84M	Buy	59,432 +30,632	+106%	+$2.5M	0.38%	76
2023 Q2	$2M	Buy	+28,800	New	+$2M	0.17%	99