Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$220K Hold
2,800
﹤0.01% 648
2025
Q4
$242K Hold
2,800
﹤0.01% 647
2025
Q3
$257K Hold
2,800
﹤0.01% 656
2025
Q2
$280K Sell
2,800
-300
-10% -$32K ﹤0.01% 654
2025
Q1
$326K Hold
3,100
﹤0.01% 649
2024
Q4
$244K Sell
3,100
-800
-21% -$62K ﹤0.01% 671
2024
Q3
$290K Hold
3,900
﹤0.01% 692
2024
Q2
$365K Buy
3,900
+1,600
+70% +$151K ﹤0.01% 864
2024
Q1
$241K Buy
2,300
+1,200
+109% +$111K ﹤0.01% 910
2023
Q4
$99.6K Hold
1,100
﹤0.01% 650
2023
Q3
$89.7K Hold
1,100
﹤0.01% 609
2023
Q2
$76.3K Buy
+1,100
New +$83.5K ﹤0.01% 639

Other funds holding OKTA