Iron Triangle Partners’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 Q1	–	Sell	-24,000	Closed	-$16M	–	33
2021 Q4	$16M	Sell	24,000 -11,000	-31%	-$7.34M	2.23%	22
2021 Q3	$20M	Buy	+35,000	New	+$20M	2.87%	17