Physician 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
$1.2K Buy
12
+10
+500% +$1K ﹤0.01% 1275
2025
Q1
$211 Sell
2
-3
-60% -$317 ﹤0.01% 1395
2024
Q4
$394 Buy
+5
New +$394 ﹤0.01% 1107