Founders Financial Securities’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,485	Closed	-$318K	–	236
2020 Q3	$318K	Sell	1,485 -1,743	-54%	-$373K	0.1%	122
2020 Q2	$657K	Buy	3,228 +948	+42%	+$193K	0.21%	84
2020 Q1	$279K	Buy	+2,280	New	+$279K	0.1%	100