Annis Gardner Whiting Capital Advisors’s Clearwater Analytics CWAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,200	Closed	-$116K	–	766
2024 Q4	$116K	Buy	+4,200	New	+$116K	0.03%	262