Avantra Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-436	Closed	-$216K	–	148
2025 Q1	$216K	Buy	436 +3	+0.7%	+$1.49K	0.21%	139
2024 Q4	$226K	Buy	+433	New	+$226K	0.21%	140