Barbara Oil Co’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	$1.59M	Buy	72,370 +34,640	+92%	+$760K	0.62%	53
2025 Q1	$1.01M	Hold	37,730	–	–	0.41%	69
2024 Q4	$1.04M	Buy	+37,730	New	+$1.04M	0.43%	68