Twelve Points Wealth Management’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,404	Closed	-$253K	–	179
2024 Q4	$253K	Sell	2,404 -748	-24%	-$87.9K	0.07%	156
2024 Q3	$375K	Sell	3,152 -39,858	-93%	-$4.26M	0.12%	138
2024 Q2	$3.85M	Buy	43,010 +2,429	+6%	+$197K	1.36%	13
2024 Q1	$3.25M	Buy	40,581 +1,353	+3%	+$97.9K	1.19%	13
2023 Q4	$2.75M	Buy	39,228 +466	+1%	+$29.2K	1.3%	14
2023 Q3	$2.3M	Buy	38,762 +2,396	+7%	+$146K	1.15%	17
2023 Q2	$2.07M	Buy	36,366 +3,373	+10%	+$185K	1.1%	19
2023 Q1	$1.75M	Buy	32,993 +5,933	+22%	+$311K	1%	20
2022 Q4	$1.35M	Buy	27,060 +1,167	+5%	+$58.9K	0.92%	26
2022 Q3	$1.14M	Buy	25,893 +1,054	+4%	+$53.2K	0.88%	27
2022 Q2	$1.21M	Buy	24,839 +3,393	+16%	+$179K	0.93%	24
2022 Q1	$1.19M	Buy	21,446 +10,613	+98%	+$506K	0.89%	27
2021 Q4	$567K	Buy	+10,833	New	+$512K	0.46%	76