Bayesian 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	$783K	Sell	35,700 -25,100	-41%	-$550K	0.12%	213
2025 Q1	$1.63M	Buy	+60,800	New	+$1.63M	0.27%	107
2023 Q4	–	Sell	-20,988	Closed	-$406K	–	807
2023 Q3	$406K	Buy	+20,988	New	+$406K	0.05%	411