Perigon Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,325	Closed	-$270K	–	1059
2025 Q1	$270K	Hold	4,325	–	–	0.01%	851
2024 Q4	$291K	Buy	4,325 +935	+28%	+$62.8K	0.01%	826
2024 Q3	$221K	Buy	+3,390	New	+$221K	0.01%	898