Fusion Family Wealth’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,040	Closed	-$66K	–	220
2018 Q4	$66K	Hold	1,040	–	–	0.02%	100
2018 Q3	$73K	Buy	1,040 +398	+62%	+$27.9K	0.02%	99
2018 Q2	$32K	Hold	642	–	–	0.01%	154
2018 Q1	$26K	Buy	+642	New	+$26K	0.01%	158