Octavia Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Sell	2,867 -1,500	-34%	-$150K	0.03%	167
2025 Q1	$459K	Buy	4,367 +332	+8%	+$34.9K	0.06%	126
2024 Q4	$318K	Buy	+4,035	New	+$318K	0.04%	155