TIA

Trust Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-458	Closed	-$239K	–	130
2024 Q4	$239K	Sell	458 -29	-6%	-$15.1K	0.15%	87
2024 Q3	$239K	Buy	487 +4	+0.8%	+$1.97K	0.15%	96
2024 Q2	$215K	Buy	+483	New	+$215K	0.14%	99