Bosman Wealth 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	–	Sell	-41,225	Closed	-$1.1M	–	43
2025 Q1	$1.1M	Buy	+41,225	New	+$1.1M	1.12%	27