CPA

Capital Performance Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Buy	542 +100	+23%	+$54.4K	0.06%	161
2025 Q1	$219K	Buy	+442	New	+$219K	0.05%	227
2024 Q4	–	Sell	-78	Closed	-$38.3K	–	1387
2024 Q3	$38.3K	Buy	+78	New	+$38.3K	0.01%	424