Symphony Financial’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	-1,191	Closed	-$272K	–	186
2021 Q1	$272K	Buy	1,191 +17	+1%	+$3.88K	0.07%	164
2020 Q4	$294K	Buy	1,174 +30	+3%	+$7.51K	0.11%	127
2020 Q3	$245K	Buy	+1,144	New	+$245K	0.1%	119