Callan Family Office’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	$2.51M	Buy	114,676 +105,295	+1,122%	+$2.31M	0.08%	241
2025 Q1	$251K	Sell	9,381 -7,099	-43%	-$190K	0.02%	471
2024 Q4	$454K	Buy	+16,480	New	+$454K	0.03%	389