New Harbor Financial Group’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-700	Closed	-$365K	–	57
2024 Q4	$365K	Sell	700 -13	-2%	-$6.77K	0.11%	35
2024 Q3	$350K	Hold	713	–	–	0.1%	36
2024 Q2	$317K	Buy	+713	New	+$284K	0.11%	40
2016 Q3	$7K	Hold	90	–	–	0.01%	66
2016 Q2	$6K	Hold	90	–	–	0.01%	71
2016 Q1	$6K	Hold	90	–	–	0.01%	74
2015 Q4	$5K	Hold	90	–	–	0.01%	76
2015 Q3	$4K	Hold	90	–	–	0.01%	112
2015 Q2	$4K	Hold	90	–	–	0.01%	100
2015 Q1	$5K	Hold	90	–	–	0.01%	89
2014 Q4	$5K	Buy	+90	New	+$5.01K	0.01%	87
2014 Q3	–	Sell	-90	Closed	-$4K	–	59
2014 Q2	$4K	Hold	90	–	–	﹤0.01%	92
2014 Q1	$4K	Hold	90	–	–	﹤0.01%	83
2013 Q4	$4K	Hold	90	–	–	0.01%	83
2013 Q3	$4K	Sell	90 -90	-50%	-$3.97K	﹤0.01%	85
2013 Q2	$10K	Buy	+180	New	+$9.91K	0.02%	68