NewEdge Advisors’s Expensify EXFY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,180	Closed	-$4.27K	–	3946
2024 Q3	$4.27K	Buy	+2,180	New	+$4.27K	﹤0.01%	3203
2023 Q1	–	Sell	-5	Closed	-$44	–	3647
2022 Q4	$44	Buy	+5	New	+$44	﹤0.01%	3491