Independent Solutions Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,492	Closed	-$233K	–	172
2024 Q2	$233K	Buy	2,492 +43	+2%	+$4.07K	0.05%	157
2024 Q1	$256K	Buy	2,449 +188	+8%	+$17.3K	0.06%	158
2023 Q4	$205K	Buy	+2,261	New	+$172K	0.05%	161
2023 Q2	–	Sell	-2,551	Closed	-$220K	–	232
2023 Q1	$220K	Buy	+2,551	New	+$194K	0.06%	198
2022 Q4	–	Sell	-3,683	Closed	-$209K	–	222
2022 Q3	$209K	Sell	3,683 -211	-5%	-$18.2K	0.07%	201
2022 Q2	$352K	Sell	3,894 -5,412	-58%	-$584K	0.11%	140
2022 Q1	$1.4M	Sell	9,306 -610	-6%	-$109K	0.36%	75
2021 Q4	$2.22M	Sell	9,916 -255	-3%	-$60.7K	0.52%	46
2021 Q3	$2.41M	Sell	10,171 -135	-1%	-$33.5K	0.6%	44
2021 Q2	$2.52M	Sell	10,306 -308	-3%	-$74.3K	0.61%	45
2021 Q1	$2.34M	Buy	10,614 +787	+8%	+$198K	0.64%	38
2020 Q4	$2.5M	Sell	9,827 -131	-1%	-$31.1K	0.78%	32
2020 Q3	$2.13M	Buy	9,958 +2,060	+26%	+$429K	0.81%	32
2020 Q2	$1.58M	Buy	7,898 +470	+6%	+$79.8K	0.68%	37
2020 Q1	$908K	Sell	7,428 -127	-2%	-$15.9K	0.5%	43
2019 Q4	$872K	Buy	+7,555	New	+$870K	0.39%	51