Fortis Capital Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,621	Closed	-$915K	–	285
2024 Q4	$915K	Buy	+11,621	New	+$915K	0.31%	68
2024 Q3	–	Sell	-12,664	Closed	-$1.19M	–	195
2024 Q2	$1.19M	Buy	+12,664	New	+$1.19M	0.43%	42