OFI Invest Asset 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	-32,001	Closed	-$794K	–	327
2025 Q1	$794K	Buy	32,001 +28,701	+870%	+$712K	0.02%	206
2024 Q4	$87.7K	Buy	+3,300	New	+$87.7K	﹤0.01%	273