Safe Harbor Fiduciary’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.66M	Sell	16,191 -3,835	-19%	-$393K	1.56%	17
2025 Q1	$1.72M	Sell	20,026 -111	-0.6%	-$9.55K	1.78%	16
2024 Q4	$2.12M	Sell	20,137 -412	-2%	-$43.3K	2.16%	11
2024 Q3	$2.44M	Buy	+20,549	New	+$2.44M	2.29%	10