Simplex Trading’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
58,962
+43,841
| +290% | +$113K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $45K | Sell |
15,121
-5,992
| -28% | -$17.8K | ﹤0.01% | 1334 |
|
|
2024
Q4 | $70K | Buy |
21,113
+20,858
| +8,180% | +$69.2K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $0 | Sell |
255
-23,155
| -99% | – | ﹤0.01% | 2787 |
|
|
2024
Q2 | $34K | Buy |
23,410
+475
| +2% | +$690 | ﹤0.01% | 1472 |
|
|
2024
Q1 | $42K | Buy |
+22,935
| New | +$42K | ﹤0.01% | 1447 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2903 |
|
|
2023
Q3 | – | Sell |
-2,172
| Closed | -$17K | – | 2810 |
|
|
2023
Q2 | $17K | Sell |
2,172
-9,699
| -82% | -$75.9K | ﹤0.01% | 1593 |
|
|
2023
Q1 | $96K | Buy |
11,871
+11,758
| +10,405% | +$95.1K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $0 | Buy |
+113
| New | – | ﹤0.01% | 2995 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3175 |
|
|
2022
Q2 | – | Sell |
-1,317
| Closed | -$23K | – | 3095 |
|
|
2022
Q1 | $23K | Buy |
+1,317
| New | +$23K | ﹤0.01% | 2018 |
|