Ashford Capital Management’s Clearwater Analytics CWAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.1M	Buy	915,444 +357,035	+64%	+$7.83M	2.36%	15
2025 Q1	$15M	Buy	558,409 +277,289	+99%	+$7.43M	1.93%	24
2024 Q4	$7.74M	Buy	+281,120	New	+$7.74M	0.91%	36