CM Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,560	Closed	-$449K	–	147
2024 Q1	$449K	Buy	+4,560	New	+$449K	0.13%	87
2023 Q3	–	Sell	-4,717	Closed	-$349K	–	145
2023 Q2	$349K	Hold	4,717	–	–	0.11%	92
2023 Q1	$327K	Buy	+4,717	New	+$327K	0.06%	304