Everence Capital Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$530K	Hold	5,300	–	–	0.03%	360
2025 Q1	$558K	Buy	5,300 +790	+18%	+$83.2K	0.04%	340
2024 Q4	$355K	Buy	+4,510	New	+$355K	0.02%	495