Personal CFO Solutions’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,019	Closed	-$228K	–	505
2021 Q4	$228K	Buy	1,019 +28	+3%	+$6.27K	0.04%	409
2021 Q3	$235K	Buy	991 +68	+7%	+$16.1K	0.05%	382
2021 Q2	$226K	Buy	+923	New	+$226K	0.05%	379