Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-50,902
Closed -$4.01M 447
2024
Q4
$4.01M Buy
50,902
+5,201
+11% +$403K 0.14% 175
2024
Q3
$3.4M Sell
45,701
-37,011
-45% -$3.23M 0.19% 140
2024
Q2
$7.74M Buy
82,712
+67,041
+428% +$6.35M 0.61% 52
2024
Q1
$1.64M Buy
+15,671
New +$1.45M 0.16% 142
2023
Q2
Sell
-13,471
Closed -$1.16M 183
2023
Q1
$1.16M Buy
+13,471
New +$1.03M 0.14% 120
2022
Q3
Sell
-20,460
Closed -$1.85M 249
2022
Q2
$1.85M Buy
+20,460
New +$2.21M 0.24% 87

Other funds holding OKTA