Perigon Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,528	Closed	-$519K	–	1068
2025 Q1	$519K	Hold	7,528	–	–	0.01%	624
2024 Q4	$559K	Buy	7,528 +1,010	+15%	+$74.9K	0.01%	609
2024 Q3	$467K	Buy	+6,518	New	+$467K	0.01%	637