Diversify Advisory Services’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.42M	Buy	27,086 +190	+0.7%	+$17K	0.09%	163
2025 Q1	$3.03M	Buy	26,896 +8	+0%	+$900	0.19%	88
2024 Q4	$2.27M	Buy	+26,888	New	+$2.27M	0.13%	114