Cape Investment Advisory’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	$8.7K	Sell	16 -5	-24%	-$2.72K	﹤0.01%	656
2025 Q1	$10.4K	Sell	21 -3	-13%	-$1.49K	﹤0.01%	595
2024 Q4	$12.5K	Buy	24 +5	+26%	+$2.61K	﹤0.01%	543
2024 Q3	$9.33K	Hold	19	–	–	﹤0.01%	581
2024 Q2	$8.45K	Buy	+19	New	+$8.45K	﹤0.01%	552