FRG Family Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,900	Closed	-$263K	–	377
2023 Q4	$263K	Hold	2,900	–	–	0.05%	128
2023 Q3	$236K	Hold	2,900	–	–	0.05%	132
2023 Q2	$201K	Hold	2,900	–	–	0.04%	135
2023 Q1	$250K	Buy	+2,900	New	+$250K	0.06%	132