Bailard’s Expensify EXFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-43,621
Closed -$133K 781
2025
Q1
$133K Hold
43,621
﹤0.01% 711
2024
Q4
$146K Buy
+43,621
New +$146K ﹤0.01% 707