Global Retirement Partners’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	$504	Buy	+23	New	+$504	﹤0.01%	3568
2024 Q4	–	Sell	-116	Closed	-$2.93K	–	3670
2024 Q3	$2.93K	Buy	+116	New	+$2.93K	﹤0.01%	2794