Carolinas Wealth Consulting’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	-64	Closed	-$6.73K	–	655
2025 Q1	$6.73K	Hold	64	–	–	﹤0.01%	568
2024 Q4	$5.04K	Buy	+64	New	+$5.04K	﹤0.01%	636
2021 Q1	–	Sell	-100	Closed	-$25K	–	982
2020 Q4	$25K	Buy	+100	New	+$25K	0.01%	441