Tidemark’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$500	Hold	5	–	–	﹤0.01%	670
2025 Q1	$526	Buy	+5	New	+$526	﹤0.01%	664
2024 Q4	–	Sell	-5	Closed	-$372	–	661
2024 Q3	$372	Hold	5	–	–	﹤0.01%	602
2024 Q2	$468	Buy	+5	New	+$468	﹤0.01%	587