Shelton Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.6K	Buy	+96	New	+$9.6K	﹤0.01%	112
2024 Q4	–	Sell	-12,109	Closed	-$900K	–	138
2024 Q3	$900K	Buy	12,109 +1,187	+11%	+$88.2K	0.49%	68
2024 Q2	$1.02M	Buy	+10,922	New	+$1.02M	0.58%	46