Toth Financial Advisory’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	-22,520	Closed	-$604K	–	740
2025 Q1	$604K	Buy	+22,520	New	+$604K	0.07%	146
2024 Q1	–	Sell	-16,500	Closed	-$330K	–	725
2023 Q4	$330K	Hold	16,500	–	–	0.04%	181
2023 Q3	$319K	Buy	+16,500	New	+$319K	0.05%	169