Orion Portfolio Solutions’s Clearwater Analytics CWAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$393K	Sell	14,674 -884	-6%	-$23.7K	﹤0.01%	1510
2024 Q4	$428K	Buy	15,558 +1,847	+13%	+$50.8K	﹤0.01%	1406
2024 Q3	$346K	Buy	+13,711	New	+$346K	﹤0.01%	1473