Rockline Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,649	Closed	-$622K	–	104
2024 Q2	$622K	Buy	6,649 +462	+7%	+$43.2K	0.19%	66
2024 Q1	$647K	Buy	6,187 +1,136	+22%	+$119K	0.23%	66
2023 Q4	$457K	Buy	+5,051	New	+$457K	0.19%	70