Sandbox Financial Partners’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,091	Closed	-$249K	–	105
2021 Q1	$249K	Sell	1,091 -65	-6%	-$14.8K	0.2%	62
2020 Q4	$294K	Buy	+1,156	New	+$294K	0.27%	51