Carolina Wealth 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	-8	Closed	-$842	–	300
2025 Q1	$842	Hold	8	–	–	﹤0.01%	254
2024 Q4	$630	Buy	+8	New	+$630	﹤0.01%	272
2023 Q2	–	Sell	-4	Closed	-$345	–	284
2023 Q1	$345	Buy	+4	New	+$345	﹤0.01%	254