Algert Global’s Expensify EXFY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-34,050
Closed -$84K 1131
2023
Q4
$84K Sell
34,050
-56,120
-62% -$138K ﹤0.01% 1085
2023
Q3
$293K Sell
90,170
-129,615
-59% -$421K 0.01% 900
2023
Q2
$1.75M Buy
219,785
+87,235
+66% +$696K 0.08% 431
2023
Q1
$1.08M Buy
+132,550
New +$1.08M 0.05% 611