Concurrent Investment 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	$573K	Buy	+5,727	New	+$573K	0.01%	796
2025 Q1	–	Sell	-9,487	Closed	-$748K	–	1231
2024 Q4	$748K	Buy	+9,487	New	+$748K	0.02%	558