Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,686
Closed -$232K 354
2023
Q1
$232K Buy
+2,686
New +$204K 0.02% 316
2022
Q3
Sell
-3,777
Closed -$341K 348
2022
Q2
$341K Buy
3,777
+110
+3% +$11.9K 0.03% 292
2022
Q1
$554K Buy
3,667
+711
+24% +$127K 0.05% 264
2021
Q4
$663K Sell
2,956
-47
-2% -$11.2K 0.05% 281
2021
Q3
$713K Buy
3,003
+104
+4% +$25.8K 0.06% 263
2021
Q2
$709K Buy
+2,899
New +$700K 0.06% 263
2021
Q1
Sell
-2,539
Closed -$646K 381
2020
Q4
$646K Buy
+2,539
New +$603K 0.06% 263
2020
Q3
Hold
0
345
2020
Q2
Hold
0
291
2019
Q1
Sell
-14,912
Closed -$951K 287
2018
Q4
$951K Buy
+14,912
New +$884K 0.07% 151

Other funds holding OKTA