Bornite Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-30,000	Closed	-$17.7M	–	26
2022 Q1	$17.7M	Buy	30,000 +10,000	+50%	+$5.91M	5.41%	5
2021 Q4	$13.3M	Buy	+20,000	New	+$13.3M	4.62%	12