Legacy Wealth Management (Idaho)’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	-451	Closed	-$43.7K	–	838
2024 Q4	$43.7K	Buy	451 +43	+11%	+$4.17K	0.03%	129
2024 Q3	$32K	Buy	+408	New	+$32K	0.02%	151