Farther Finance Advisors’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	$6.45K	Sell	294 -999	-77%	-$21.9K	﹤0.01%	3256
2025 Q1	$33.9K	Sell	1,293 -2	-0.2%	-$52	﹤0.01%	2102
2024 Q4	$35.6K	Sell	1,295 -94	-7%	-$2.59K	﹤0.01%	1818
2024 Q3	$35.1K	Sell	1,389 -42	-3%	-$1.06K	﹤0.01%	1824
2024 Q2	$26.2K	Buy	+1,431	New	+$26.2K	﹤0.01%	1682