Safeguard Financial’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-508	Closed	-$250K	–	125
2024 Q3	$250K	Buy	+508	New	+$250K	0.06%	103
2023 Q3	–	Sell	-81	Closed	-$27K	–	303
2023 Q2	$27K	Buy	+81	New	+$27K	0.01%	230