Iron Triangle Partners’s Repligen RGEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-82,537
Closed -$14.8M 35
2023
Q4
$14.8M Buy
+82,537
New +$14.8M 1.92% 23
2023
Q1
Sell
-178,000
Closed -$30.1M 33
2022
Q4
$30.1M Buy
178,000
+78,000
+78% +$13.2M 5.4% 8
2022
Q3
$18.7M Sell
100,000
-150,000
-60% -$28.1M 3.27% 12
2022
Q2
$40.6M Buy
+250,000
New +$40.6M 5.26% 3
2020
Q1
Sell
-150,000
Closed -$13.9M 32
2019
Q4
$13.9M Buy
+150,000
New +$13.9M 3.68% 11