ORG Wealth Partners’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Buy	14,016 +1,289	+10%	+$127K	0.33%	45
2025 Q1	$1.33M	Buy	+12,727	New	+$1.33M	0.41%	42