Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$81K Sell
6,100
-61,100
-91% -$5.64M 0.04% 508
2023
Q4
$517K Buy
67,200
+21,800
+48% +$1.66M 0.07% 411
2023
Q3
$278K Buy
45,400
+16,000
+54% +$1.21M 0.04% 621
2023
Q2
$150K Buy
29,400
+3,000
+11% +$228K 0.04% 746
2023
Q1
$369K Sell
26,400
-35,700
-57% -$2.72M 0.06% 443
2022
Q4
$284K Sell
62,100
-31,800
-34% -$1.82M 0.03% 634
2022
Q3
$100K Buy
93,900
+38,700
+70% +$3.33M 0.01% 1390
2022
Q2
$60K Sell
55,200
-12,700
-19% -$1.37M 0.01% 1815
2022
Q1
$238K Sell
67,900
-40,900
-38% -$7.33M 0.02% 1088
2021
Q4
$819K Buy
108,800
+27,600
+34% +$6.57M 0.06% 531
2021
Q3
$472K Buy
81,200
+44,900
+124% +$11.1M 0.04% 823
2021
Q2
$605K Buy
36,300
+22,300
+159% +$5.38M 0.04% 669
2021
Q1
$150K Sell
14,000
-22,900
-62% -$5.76M 0.01% 1463
2020
Q4
$1.42M Sell
36,900
-22,200
-38% -$5.28M 0.12% 290
2020
Q3
$953K Buy
59,100
+1,200
+2% +$250K 0.1% 339
2020
Q2
$949K Buy
57,900
+46,400
+403% +$7.88M 0.1% 301
2020
Q1
$62K Sell
11,500
-5,600
-33% -$703K 0.01% 1601
2019
Q4
$70K Sell
17,100
-5,200
-23% -$599K 0.01% 1401
2019
Q3
$32K Sell
22,300
-11,500
-34% -$1.44M ﹤0.01% 1846
2019
Q2
$211K Buy
33,800
+23,400
+225% +$2.54M 0.03% 687
2019
Q1
$14K Buy
10,400
+4,500
+76% +$356K ﹤0.01% 2281
2018
Q4
$48K Sell
5,900
-7,600
-56% -$450K 0.01% 1493
2018
Q3
$131K Sell
13,500
-17,600
-57% -$1.05M 0.01% 1051
2018
Q2
$75K Buy
31,100
+21,800
+234% +$1.04M 0.01% 1347
2018
Q1
$106K Buy
9,300
+4,700
+102% +$157K 0.01% 1139
2017
Q4
$19K Sell
4,600
-11,000
-71% -$308K ﹤0.01% 2607
2017
Q3
$60K Buy
15,600
+8,200
+111% +$208K ﹤0.01% 2084
2017
Q2
$32K Buy
+7,400
New +$183K ﹤0.01% 2942

Other funds holding OKTA