Carson Wealth (CWM LLC)’s Expensify EXFY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-215	Closed	–	–	4902
2024 Q2	$0	Sell	215 -274	-56%	–	﹤0.01%	4677
2024 Q1	$1K	Buy	489 +475	+3,393%	+$971	﹤0.01%	4129
2023 Q4	$0	Sell	14 -53	-79%	–	﹤0.01%	4232
2023 Q3	$0	Buy	+67	New	–	﹤0.01%	4265