Evelyn Partners Investment Management 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	$8.11K	Sell	98 -172	-64%	-$14.2K	﹤0.01%	206
2025 Q1	$8.53K	Buy	+270	New	+$8.53K	﹤0.01%	183