NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,970 shares; 2025Q1: 187,070 shares; 2025Q2: 177,620 shares; 2025Q3: 169,220 shares; 2025Q4: 165,920 shares; 2026Q1: 162,120 shares 162,120 $28.3M 5.58% -3,800 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,400 shares; 2025Q1: 44,400 shares; 2025Q2: 44,400 shares; 2025Q3: 44,400 shares; 2025Q4: 44,400 shares; 2026Q1: 44,300 shares 44,300 $12.7M 2.51% -100 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,084 shares; 2025Q1: 71,784 shares; 2025Q2: 54,834 shares; 2025Q3: 47,534 shares; 2025Q4: 45,834 shares; 2026Q1: 45,834 shares 45,834 $11.3M 2.24% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 284,432 shares; 2025Q1: 254,932 shares; 2025Q2: 183,432 shares; 2025Q3: 163,532 shares; 2025Q4: 146,632 shares; 2026Q1: 146,132 shares 146,132 $10.6M 2.1% -500 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,575 shares; 2025Q1: 55,875 shares; 2025Q2: 45,725 shares; 2025Q3: 41,775 shares; 2025Q4: 39,575 shares; 2026Q1: 39,875 shares 39,875 $9.74M 1.92% +300 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,047 shares; 2025Q1: 83,347 shares; 2025Q2: 61,547 shares; 2025Q3: 52,547 shares; 2025Q4: 50,747 shares; 2026Q1: 54,847 shares 54,847 $9.31M 1.84% +4,100 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,182 shares; 2025Q1: 44,182 shares; 2025Q2: 38,982 shares; 2025Q3: 35,882 shares; 2025Q4: 35,782 shares; 2026Q1: 35,682 shares 35,682 $9.06M 1.79% -100 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,333 shares; 2025Q1: 61,783 shares; 2025Q2: 49,783 shares; 2025Q3: 41,233 shares; 2025Q4: 38,833 shares; 2026Q1: 35,733 shares 35,733 $8.96M 1.77% -3,100 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,936 shares; 2025Q1: 73,536 shares; 2025Q2: 59,186 shares; 2025Q3: 53,486 shares; 2025Q4: 49,036 shares; 2026Q1: 48,486 shares 48,486 $8.83M 1.74% -550 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,490 shares; 2025Q1: 63,590 shares; 2025Q2: 48,390 shares; 2025Q3: 43,338 shares; 2025Q4: 42,338 shares; 2026Q1: 42,088 shares 42,088 $8.71M 1.72% -250 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,875 shares; 2025Q1: 47,875 shares; 2025Q2: 37,250 shares; 2025Q3: 33,750 shares; 2025Q4: 30,050 shares; 2026Q1: 30,250 shares 30,250 $8.58M 1.69% +200 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,025 shares; 2025Q1: 37,725 shares; 2025Q2: 39,125 shares; 2025Q3: 39,825 shares; 2025Q4: 41,425 shares; 2026Q1: 41,425 shares 41,425 $8.19M 1.62% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376,244 shares; 2025Q1: 376,244 shares; 2025Q2: 283,744 shares; 2025Q3: 265,244 shares; 2025Q4: 244,994 shares; 2026Q1: 237,994 shares 237,994 $7.98M 1.58% -7,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,390 shares; 2025Q1: 11,090 shares; 2025Q2: 11,090 shares; 2025Q3: 11,090 shares; 2025Q4: 11,090 shares; 2026Q1: 11,190 shares 11,190 $7.93M 1.56% +100 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,200 shares; 2025Q1: 30,550 shares; 2025Q2: 31,250 shares; 2025Q3: 32,500 shares; 2025Q4: 34,500 shares; 2026Q1: 35,950 shares 35,950 $7.49M 1.48% +1,450 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,499 shares; 2025Q1: 19,499 shares; 2025Q2: 19,299 shares; 2025Q3: 19,299 shares; 2025Q4: 19,299 shares; 2026Q1: 19,299 shares 19,299 $7.14M 1.41% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,892 shares; 2025Q1: 21,892 shares; 2025Q2: 21,892 shares; 2025Q3: 21,992 shares; 2025Q4: 22,592 shares; 2026Q1: 23,092 shares 23,092 $6.79M 1.34% +500 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202,627 shares; 2025Q1: 202,627 shares; 2025Q2: 165,127 shares; 2025Q3: 153,127 shares; 2025Q4: 140,027 shares; 2026Q1: 124,027 shares 124,027 $6.71M 1.33% -16,000 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,300 shares; 2025Q1: 12,850 shares; 2025Q2: 14,050 shares; 2025Q3: 18,850 shares; 2025Q4: 20,900 shares; 2026Q1: 21,650 shares 21,650 $6.05M 1.19% +750 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,525 shares; 2025Q1: 50,225 shares; 2025Q2: 53,575 shares; 2025Q3: 57,225 shares; 2025Q4: 60,325 shares; 2026Q1: 61,525 shares 61,525 $5.71M 1.13% +1,200 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,600 shares; 2025Q3: 4,650 shares; 2025Q4: 5,650 shares; 2026Q1: 6,450 shares 6,450 $5.63M 1.11% +800 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,650 shares; 2025Q1: 23,050 shares; 2025Q2: 24,500 shares; 2025Q3: 30,850 shares; 2025Q4: 33,450 shares; 2026Q1: 34,800 shares 34,800 $5.23M 1.03% +1,350 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223,636 shares; 2025Q1: 223,636 shares; 2025Q2: 184,136 shares; 2025Q3: 178,136 shares; 2025Q4: 154,386 shares; 2026Q1: 134,886 shares 134,886 $5.1M 1.01% -19,500 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,610 shares; 2025Q1: 7,660 shares; 2025Q2: 7,710 shares; 2025Q3: 6,510 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares 5,160 $5.06M 1% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574,700 shares; 2025Q1: 561,700 shares; 2025Q2: 429,700 shares; 2025Q3: 390,200 shares; 2025Q4: 303,200 shares; 2026Q1: 255,200 shares 255,200 $4.93M 0.97% -48,000 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,604 shares; 2025Q1: 48,404 shares; 2025Q2: 48,404 shares; 2025Q3: 38,604 shares; 2025Q4: 34,304 shares; 2026Q1: 37,304 shares 37,304 $4.92M 0.97% +3,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,831 shares; 2025Q1: 6,756 shares; 2025Q2: 6,756 shares; 2025Q3: 6,756 shares; 2025Q4: 5,706 shares; 2026Q1: 4,681 shares 4,681 $4.66M 0.92% -1,025 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,875 shares; 2025Q1: 27,975 shares; 2025Q2: 28,425 shares; 2025Q3: 29,375 shares; 2025Q4: 30,475 shares; 2026Q1: 31,025 shares 31,025 $4.56M 0.9% +550 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,397 shares; 2025Q1: 145,397 shares; 2025Q2: 111,897 shares; 2025Q3: 108,397 shares; 2025Q4: 90,397 shares; 2026Q1: 79,397 shares 79,397 $4.53M 0.89% -11,000 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,142 shares; 2025Q1: 110,472 shares; 2025Q2: 84,372 shares; 2025Q3: 65,872 shares; 2025Q4: 53,072 shares; 2026Q1: 50,072 shares 50,072 $4.53M 0.89% -3,000 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,750 shares; 2025Q1: 69,750 shares; 2025Q2: 67,750 shares; 2025Q3: 64,500 shares; 2025Q4: 60,000 shares; 2026Q1: 70,500 shares 70,500 $4.3M 0.85% +10,500 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 5,400 shares; 2025Q2: 6,550 shares; 2025Q3: 10,100 shares; 2025Q4: 11,900 shares; 2026Q1: 12,850 shares 12,850 $4.1M 0.81% +950 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,020 shares; 2025Q1: 14,020 shares; 2025Q2: 12,520 shares; 2025Q3: 12,520 shares; 2025Q4: 11,920 shares; 2026Q1: 11,920 shares 11,920 $4.07M 0.8% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332,300 shares; 2025Q1: 332,300 shares; 2025Q2: 269,300 shares; 2025Q3: 250,300 shares; 2025Q4: 189,300 shares; 2026Q1: 182,300 shares 182,300 $4.07M 0.8% -7,000 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,831 shares; 2025Q1: 29,431 shares; 2025Q2: 29,431 shares; 2025Q3: 26,681 shares; 2025Q4: 22,431 shares; 2026Q1: 22,431 shares 22,431 $4.04M 0.8% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,200 shares; 2025Q1: 21,600 shares; 2025Q2: 21,300 shares; 2025Q3: 20,550 shares; 2025Q4: 20,550 shares; 2026Q1: 18,500 shares 18,500 $4.02M 0.79% -2,050 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,720 shares; 2025Q3: 4,670 shares; 2025Q4: 4,670 shares; 2026Q1: 4,620 shares 4,620 $4M 0.79% -50 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,200 shares; 2025Q1: 23,200 shares; 2025Q2: 25,450 shares; 2025Q3: 30,800 shares; 2025Q4: 34,700 shares; 2026Q1: 35,550 shares 35,550 $3.99M 0.79% +850 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,350 shares; 2025Q1: 43,250 shares; 2025Q2: 43,250 shares; 2025Q3: 38,950 shares; 2025Q4: 37,850 shares; 2026Q1: 38,450 shares 38,450 $3.93M 0.78% +600 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,301 shares; 2025Q1: 31,601 shares; 2025Q2: 30,401 shares; 2025Q3: 28,901 shares; 2025Q4: 29,651 shares; 2026Q1: 29,651 shares 29,651 $3.92M 0.77% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 153,837 shares; 2025Q1: 153,837 shares; 2025Q2: 140,837 shares; 2025Q3: 137,837 shares; 2025Q4: 113,837 shares; 2026Q1: 99,837 shares 99,837 $3.88M 0.77% -14,000 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161,650 shares; 2025Q1: 161,650 shares; 2025Q2: 132,150 shares; 2025Q3: 127,150 shares; 2025Q4: 100,150 shares; 2026Q1: 91,650 shares 91,650 $3.77M 0.74% -8,500 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,050 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 12,850 shares; 2025Q4: 13,900 shares; 2026Q1: 14,200 shares 14,200 $3.56M 0.7% +300 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,052 shares; 2025Q1: 47,052 shares; 2025Q2: 44,452 shares; 2025Q3: 32,252 shares; 2025Q4: 28,802 shares; 2026Q1: 28,102 shares 28,102 $3.49M 0.69% -700 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,100 shares; 2025Q1: 54,450 shares; 2025Q2: 66,700 shares; 2025Q3: 74,700 shares; 2025Q4: 82,450 shares; 2026Q1: 86,450 shares 86,450 $3.3M 0.65% +4,000 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,555 shares; 2025Q1: 2,255 shares; 2025Q2: 2,455 shares; 2025Q3: 2,255 shares; 2025Q4: 6,345 shares; 2026Q1: 6,745 shares 6,745 $3.2M 0.63% +400 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,000 shares; 2025Q2: 17,600 shares; 2025Q3: 17,950 shares; 2025Q4: 16,850 shares; 2026Q1: 16,850 shares 16,850 $3.14M 0.62% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,760 shares; 2025Q1: 5,710 shares; 2025Q2: 5,660 shares; 2025Q3: 5,660 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares 5,560 $3.13M 0.62% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,150 shares; 2025Q1: 15,600 shares; 2025Q2: 17,050 shares; 2025Q3: 19,700 shares; 2025Q4: 22,050 shares; 2026Q1: 23,400 shares 23,400 $3.06M 0.6% +1,350 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,578 shares; 2025Q1: 77,578 shares; 2025Q2: 61,078 shares; 2025Q3: 60,078 shares; 2025Q4: 60,078 shares; 2026Q1: 48,578 shares 48,578 $3.04M 0.6% -11,500 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,361 shares; 2025Q1: 74,361 shares; 2025Q2: 74,361 shares; 2025Q3: 66,361 shares; 2025Q4: 61,361 shares; 2026Q1: 61,361 shares 61,361 $2.88M 0.57% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,800 shares; 2025Q1: 19,800 shares; 2025Q2: 19,800 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares 14,300 $2.83M 0.56% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,100 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 22,200 shares; 2025Q4: 19,000 shares; 2026Q1: 19,500 shares 19,500 $2.82M 0.56% +500 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,365 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 3,365 shares; 2025Q4: 3,065 shares; 2026Q1: 3,015 shares 3,015 $2.77M 0.55% -50 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,450 shares; 2025Q1: 11,950 shares; 2025Q2: 15,950 shares; 2025Q3: 18,950 shares; 2025Q4: 28,250 shares; 2026Q1: 32,350 shares 32,350 $2.65M 0.52% +4,100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,200 shares; 2025Q1: 17,450 shares; 2025Q2: 17,700 shares; 2025Q3: 18,000 shares; 2025Q4: 19,750 shares; 2026Q1: 21,300 shares 21,300 $2.47M 0.49% +1,550 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,700 shares; 2025Q1: 20,350 shares; 2025Q2: 20,350 shares; 2025Q3: 20,750 shares; 2025Q4: 20,950 shares; 2026Q1: 21,250 shares 21,250 $2.41M 0.48% +300 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,370 shares; 2025Q1: 85,370 shares; 2025Q2: 85,370 shares; 2025Q3: 84,370 shares; 2025Q4: 84,370 shares; 2026Q1: 86,370 shares 86,370 $2.36M 0.47% +2,000 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,765 shares 2,765 $2.34M 0.46% +50 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 14,700 shares; 2025Q3: 16,300 shares; 2025Q4: 16,850 shares; 2026Q1: 17,700 shares 17,700 $2.32M 0.46% +850 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,400 shares; 2025Q2: 11,750 shares; 2025Q3: 13,450 shares; 2025Q4: 14,900 shares; 2026Q1: 15,700 shares 15,700 $2.3M 0.45% +800 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 3,625 shares; 2025Q2: 3,825 shares; 2025Q3: 4,275 shares; 2025Q4: 5,625 shares; 2026Q1: 6,125 shares 6,125 $2.28M 0.45% +500 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,450 shares; 2026Q1: 7,450 shares 7,450 $2.25M 0.44% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 17,500 shares; 2025Q2: 27,800 shares; 2025Q3: 40,850 shares; 2025Q4: 44,550 shares; 2026Q1: 45,050 shares 45,050 $2.23M 0.44% +500 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 3,325 shares; 2025Q2: 3,775 shares; 2025Q3: 4,375 shares; 2025Q4: 4,625 shares; 2026Q1: 5,625 shares 5,625 $2.2M 0.43% +1,000 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,775 shares; 2025Q1: 8,375 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 7,925 shares; 2026Q1: 7,925 shares 7,925 $2.15M 0.42% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 84,000 shares; 2025Q3: 60,500 shares; 2025Q4: 60,500 shares; 2026Q1: 60,500 shares 60,500 $2.13M 0.42% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,120 shares; 2025Q3: 4,120 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares 4,395 $2.11M 0.42% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 1,500 shares; 2025Q2: 1,600 shares; 2025Q3: 1,880 shares; 2025Q4: 21,050 shares; 2026Q1: 21,650 shares 21,650 $2.08M 0.41% +600 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,500 shares; 2025Q1: 33,500 shares; 2025Q2: 39,500 shares; 2025Q3: 42,000 shares; 2025Q4: 45,000 shares; 2026Q1: 47,000 shares 47,000 $2.06M 0.41% +2,000 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 2,080 shares; 2025Q4: 2,930 shares; 2026Q1: 3,580 shares 3,580 $2.05M 0.4% +650 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,150 shares; 2025Q1: 13,300 shares; 2025Q2: 16,900 shares; 2025Q3: 20,150 shares; 2025Q4: 23,400 shares; 2026Q1: 25,500 shares 25,500 $2.03M 0.4% +2,100 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares 8,850 $2M 0.39% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,600 shares 3,600 $1.94M 0.38% +50 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,033 shares; 2025Q1: 29,033 shares; 2025Q2: 30,133 shares; 2025Q3: 30,633 shares; 2025Q4: 31,633 shares; 2026Q1: 31,633 shares 31,633 $1.94M 0.38% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,950 shares; 2025Q1: 16,300 shares; 2025Q2: 17,150 shares; 2025Q3: 17,500 shares; 2025Q4: 18,550 shares; 2026Q1: 19,800 shares 19,800 $1.92M 0.38% +1,250 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,600 shares; 2025Q1: 36,100 shares; 2025Q2: 36,100 shares; 2025Q3: 29,100 shares; 2025Q4: 29,100 shares; 2026Q1: 29,100 shares 29,100 $1.89M 0.37% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,750 shares; 2025Q1: 53,750 shares; 2025Q2: 53,750 shares; 2025Q3: 40,250 shares; 2025Q4: 39,250 shares; 2026Q1: 39,250 shares 39,250 $1.87M 0.37% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 4,800 shares; 2025Q4: 5,325 shares; 2026Q1: 6,025 shares 6,025 $1.86M 0.37% +700 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 6,138 shares; 2025Q4: 5,738 shares; 2026Q1: 5,638 shares 5,638 $1.85M 0.37% -100 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 8,700 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $1.85M 0.37% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,100 shares; 2025Q1: 14,300 shares; 2025Q2: 15,800 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $1.84M 0.36% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,050 shares; 2025Q1: 42,450 shares; 2025Q2: 42,450 shares; 2025Q3: 38,450 shares; 2025Q4: 36,450 shares; 2026Q1: 36,450 shares 36,450 $1.83M 0.36% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: 9,150 shares; 2025Q2: 10,900 shares; 2025Q3: 13,750 shares; 2025Q4: 15,400 shares; 2026Q1: 16,450 shares 16,450 $1.81M 0.36% +1,050 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,450 shares; 2025Q1: 24,450 shares; 2025Q2: 27,950 shares; 2025Q3: 31,100 shares; 2025Q4: 33,800 shares; 2026Q1: 35,450 shares 35,450 $1.8M 0.35% +1,650 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,400 shares; 2025Q1: 48,900 shares; 2025Q2: 48,900 shares; 2025Q3: 36,400 shares; 2025Q4: 34,400 shares; 2026Q1: 34,900 shares 34,900 $1.79M 0.35% +500 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,300 shares; 2025Q1: 13,800 shares; 2025Q2: 16,350 shares; 2025Q3: 19,550 shares; 2025Q4: 21,700 shares; 2026Q1: 23,000 shares 23,000 $1.78M 0.35% +1,300 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,750 shares; 2025Q1: 25,350 shares; 2025Q2: 28,600 shares; 2025Q3: 32,500 shares; 2025Q4: 35,500 shares; 2026Q1: 37,300 shares 37,300 $1.74M 0.34% +1,800 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,040 shares; 2025Q1: 35,040 shares; 2025Q2: 34,040 shares; 2025Q3: 34,040 shares; 2025Q4: 34,040 shares; 2026Q1: 34,040 shares 34,040 $1.71M 0.34% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,850 shares; 2025Q1: 12,950 shares; 2025Q2: 14,150 shares; 2025Q3: 16,450 shares; 2025Q4: 19,500 shares; 2026Q1: 21,100 shares 21,100 $1.71M 0.34% +1,600 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,176 shares; 2025Q1: 29,176 shares; 2025Q2: 29,176 shares; 2025Q3: 27,676 shares; 2025Q4: 27,676 shares; 2026Q1: 27,176 shares 27,176 $1.7M 0.33% -500 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,975 shares; 2025Q1: 41,975 shares; 2025Q2: 40,975 shares; 2025Q3: 31,225 shares; 2025Q4: 26,875 shares; 2026Q1: 25,875 shares 25,875 $1.59M 0.31% -1,000 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,375 shares; 2025Q1: 9,175 shares; 2025Q2: 9,175 shares; 2025Q3: 9,175 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $1.57M 0.31% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,700 shares; 2025Q1: 18,200 shares; 2025Q2: 20,200 shares; 2025Q3: 25,600 shares; 2025Q4: 29,550 shares; 2026Q1: 31,300 shares 31,300 $1.53M 0.3% +1,750 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $1.51M 0.3% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $1.46M 0.29% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,100 shares; 2025Q1: 8,650 shares; 2025Q2: 10,650 shares; 2025Q3: 13,800 shares; 2025Q4: 16,750 shares; 2026Q1: 17,750 shares 17,750 $1.45M 0.29% +1,000 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,080 shares; 2025Q1: 12,680 shares; 2025Q2: 11,980 shares; 2025Q3: 10,580 shares; 2025Q4: 10,880 shares; 2026Q1: 10,880 shares 10,880 $1.43M 0.28% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,950 shares; 2025Q1: 41,950 shares; 2025Q2: 41,950 shares; 2025Q3: 38,950 shares; 2025Q4: 38,950 shares; 2026Q1: 38,950 shares 38,950 $1.4M 0.28% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,190 shares; 2025Q1: 16,890 shares; 2025Q2: 17,290 shares; 2025Q3: 17,290 shares; 2025Q4: 10,890 shares; 2026Q1: 8,590 shares 8,590 $1.4M 0.28% -2,300 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,900 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $1.4M 0.28% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,850 shares; 2025Q1: 17,950 shares; 2025Q2: 19,100 shares; 2025Q3: 20,050 shares; 2025Q4: 20,050 shares; 2026Q1: 20,050 shares 20,050 $1.39M 0.27% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,500 shares; 2025Q1: 23,600 shares; 2025Q2: 28,350 shares; 2025Q3: 32,600 shares; 2025Q4: 34,350 shares; 2026Q1: 34,350 shares 34,350 $1.38M 0.27% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 17,150 shares; 2025Q4: 17,150 shares; 2026Q1: 17,450 shares 17,450 $1.35M 0.27% +300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,600 shares; 2025Q1: 36,600 shares; 2025Q2: 36,600 shares; 2025Q3: 36,600 shares; 2025Q4: 34,600 shares; 2026Q1: 32,600 shares 32,600 $1.34M 0.26% -2,000 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,885 shares; 2025Q1: 28,885 shares; 2025Q2: 28,885 shares; 2025Q3: 28,885 shares; 2025Q4: 28,885 shares; 2026Q1: 28,885 shares 28,885 $1.28M 0.25% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,000 shares; 2025Q1: 72,000 shares; 2025Q2: 64,000 shares; 2025Q3: 64,000 shares; 2025Q4: 53,000 shares; 2026Q1: 51,000 shares 51,000 $1.24M 0.24% -2,000 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,850 shares; 2025Q1: 24,850 shares; 2025Q2: 24,850 shares; 2025Q3: 24,850 shares; 2025Q4: 25,350 shares; 2026Q1: 25,350 shares 25,350 $1.24M 0.24% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 16,300 shares 16,300 $1.23M 0.24% +2,900 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $1.22M 0.24% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,475 shares; 2025Q1: 41,475 shares; 2025Q2: 41,475 shares; 2025Q3: 41,475 shares; 2025Q4: 41,475 shares; 2026Q1: 41,475 shares 41,475 $1.19M 0.24% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,415 shares; 2025Q1: 33,115 shares; 2025Q2: 36,515 shares; 2025Q3: 36,515 shares; 2025Q4: 23,615 shares; 2026Q1: 20,115 shares 20,115 $1.19M 0.23% -3,500 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 17,000 shares; 2025Q3: 21,750 shares; 2025Q4: 24,800 shares; 2026Q1: 27,500 shares 27,500 $1.19M 0.23% +2,700 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,150 shares 6,150 $1.17M 0.23% -500 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,236 shares; 2025Q1: 8,036 shares; 2025Q2: 9,636 shares; 2025Q3: 9,736 shares; 2025Q4: 6,986 shares; 2026Q1: 4,836 shares 4,836 $1.17M 0.23% -2,150 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,900 shares; 2025Q2: 6,700 shares; 2025Q3: 8,600 shares; 2025Q4: 11,300 shares; 2026Q1: 12,100 shares 12,100 $1.17M 0.23% +800 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 5,550 shares; 2025Q4: 6,950 shares; 2026Q1: 7,950 shares 7,950 $1.16M 0.23% +1,000 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,000 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 34,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares 29,000 $1.13M 0.22% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,300 shares 8,300 $1.13M 0.22% +300 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,300 shares; 2026Q1: 8,950 shares 8,950 $1.13M 0.22% -350 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,753 shares; 2025Q1: 8,253 shares; 2025Q2: 8,253 shares; 2025Q3: 8,253 shares; 2025Q4: 8,253 shares; 2026Q1: 8,253 shares 8,253 $1.08M 0.21% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,850 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 9,950 shares; 2025Q4: 9,250 shares; 2026Q1: 8,950 shares 8,950 $1.08M 0.21% -300 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,550 shares; 2025Q1: 18,550 shares; 2025Q2: 17,550 shares; 2025Q3: 17,550 shares; 2025Q4: 17,050 shares; 2026Q1: 17,050 shares 17,050 $1.06M 0.21% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,450 shares; 2025Q1: 4,900 shares; 2025Q2: 5,450 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $1.03M 0.2% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $1.03M 0.2% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 2,150 shares; 2025Q2: 5,100 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares; 2026Q1: 7,200 shares 7,200 $1.03M 0.2% +700 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,450 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $1.02M 0.2% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares 9,050 $994K 0.2% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 13,458 shares; 2026Q1: 13,458 shares 13,458 $985K 0.19% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 6,100 shares; 2025Q4: 6,400 shares; 2026Q1: 6,600 shares 6,600 $965K 0.19% +200 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,600 shares; 2025Q1: 46,100 shares; 2025Q2: 48,850 shares; 2025Q3: 48,850 shares; 2025Q4: 35,350 shares; 2026Q1: 28,350 shares 28,350 $958K 0.19% -7,000 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,550 shares; 2025Q1: 14,550 shares; 2025Q2: 15,300 shares; 2025Q3: 20,800 shares; 2025Q4: 23,800 shares; 2026Q1: 24,076 shares 24,076 $946K 0.19% +276 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,650 shares; 2025Q4: 5,750 shares; 2026Q1: 5,900 shares 5,900 $946K 0.19% +150 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 25,000 shares 25,000 $916K 0.18% +20,000 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,150 shares; 2025Q1: 13,150 shares; 2025Q2: 14,650 shares; 2025Q3: 16,900 shares; 2025Q4: 16,900 shares; 2026Q1: 16,900 shares 16,900 $892K 0.18% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 12,650 shares; 2026Q1: 12,650 shares 12,650 $835K 0.16% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $818K 0.16% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,265 shares; 2025Q1: 7,065 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares; 2026Q1: 5,615 shares 5,615 $811K 0.16% -400 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580 $802K 0.16% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,300 shares; 2025Q1: 6,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $794K 0.16% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,750 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares; 2026Q1: 17,750 shares 17,750 $746K 0.15% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $745K 0.15% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $739K 0.15% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,500 shares; 2025Q2: 1,900 shares; 2025Q3: 2,750 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $735K 0.15% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,100 shares 3,100 $732K 0.14% -100 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,500 shares; 2025Q1: 52,500 shares; 2025Q2: 52,500 shares; 2025Q3: 52,500 shares; 2025Q4: 40,500 shares; 2026Q1: 31,500 shares 31,500 $718K 0.14% -9,000 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 46,000 shares; 2025Q3: 46,000 shares; 2025Q4: 46,000 shares; 2026Q1: 46,000 shares 46,000 $709K 0.14% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $694K 0.14% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,900 shares; 2025Q1: 39,900 shares; 2025Q2: 39,900 shares; 2025Q3: 39,900 shares; 2025Q4: 39,900 shares; 2026Q1: 35,900 shares 35,900 $688K 0.14% -4,000 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 5,650 shares; 2026Q1: 6,500 shares 6,500 $680K 0.13% +850 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,450 shares; 2025Q1: 19,450 shares; 2025Q2: 19,450 shares; 2025Q3: 18,450 shares; 2025Q4: 18,450 shares; 2026Q1: 18,450 shares 18,450 $676K 0.13% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,950 shares; 2025Q2: 3,800 shares; 2025Q3: 4,000 shares; 2025Q4: 4,500 shares; 2026Q1: 5,350 shares 5,350 $676K 0.13% +850 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 4,900 shares; 2025Q2: 7,400 shares; 2025Q3: 11,300 shares; 2025Q4: 11,950 shares; 2026Q1: 12,450 shares 12,450 $663K 0.13% +500 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,668 shares; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668 $647K 0.13% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $641K 0.13% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 4,000 shares; 2025Q2: 6,500 shares; 2025Q3: 9,500 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares 11,650 $640K 0.13% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,100 shares; 2025Q4: 21,600 shares; 2026Q1: 13,600 shares 13,600 $639K 0.13% -8,000 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 800 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,050 shares 1,050 $635K 0.13% +50 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $625K 0.12% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,800 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $615K 0.12% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,522 shares; 2025Q1: 8,122 shares; 2025Q2: 8,122 shares; 2025Q3: 7,222 shares; 2025Q4: 5,222 shares; 2026Q1: 5,022 shares 5,022 $613K 0.12% -200 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,069 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 7,069 shares; 2026Q1: 7,069 shares 7,069 $613K 0.12% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $611K 0.12% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,233 shares; 2025Q1: 7,233 shares; 2025Q2: 7,233 shares; 2025Q3: 7,233 shares; 2025Q4: 7,233 shares; 2026Q1: 7,233 shares 7,233 $605K 0.12% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $578K 0.11% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,999 shares; 2025Q1: 218,999 shares; 2025Q2: 142,999 shares; 2025Q3: 80,999 shares; 2025Q4: 37,999 shares; 2026Q1: 37,999 shares 37,999 $575K 0.11% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 4,500 shares; 2026Q1: 5,300 shares 5,300 $574K 0.11% +800 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 4,300 shares; 2025Q2: 7,150 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $574K 0.11% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 5,550 shares; 2025Q2: 6,250 shares; 2025Q3: 6,600 shares; 2025Q4: 7,000 shares; 2026Q1: 7,750 shares 7,750 $556K 0.11% +750 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,000 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $552K 0.11% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,569 shares; 2025Q1: 25,569 shares; 2025Q2: 25,569 shares; 2025Q3: 25,569 shares; 2025Q4: 24,569 shares; 2026Q1: 24,569 shares 24,569 $552K 0.11% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 2,170 shares; 2025Q3: 2,320 shares; 2025Q4: 2,970 shares; 2026Q1: 3,170 shares 3,170 $547K 0.11% +200 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $536K 0.11% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares 4,050 $522K 0.1% 0 Timeline AMBFX AMERICAN BALANCED FUND-F2 More: the full row for AMERICAN BALANCED FUND-F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,155 shares; 2025Q1: 21,067 shares; 2025Q2: 19,812 shares; 2025Q3: 19,988 shares; 2025Q4: 13,935 shares; 2026Q1: 12,872 shares 12,872 $495K 0.1% -1,063 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $494K 0.1% 0 Timeline WMFFX AMER FND WASH MUT INV-F2 More: the full row for AMER FND WASH MUT INV-F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,879 shares; 2025Q1: 11,815 shares; 2025Q2: 11,527 shares; 2025Q3: 11,616 shares; 2025Q4: 7,985 shares; 2026Q1: 7,382 shares 7,382 $486K 0.1% -603 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,500 shares; 2025Q1: 34,500 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares; 2025Q4: 34,500 shares; 2026Q1: 34,500 shares 34,500 $486K 0.1% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 9,000 shares; 2026Q1: 7,000 shares 7,000 $484K 0.1% -2,000 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,300 shares; 2025Q1: 36,300 shares; 2025Q2: 36,300 shares; 2025Q3: 36,300 shares; 2025Q4: 36,300 shares; 2026Q1: 17,300 shares 17,300 $483K 0.1% -19,000 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 750 shares; 2025Q2: 1,000 shares; 2025Q3: 1,750 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $482K 0.1% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $475K 0.09% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,604 shares 1,604 $474K 0.09% +200 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,850 shares; 2025Q1: 19,600 shares; 2025Q2: 20,600 shares; 2025Q3: 20,600 shares; 2025Q4: 19,100 shares; 2026Q1: 7,600 shares 7,600 $470K 0.09% -11,500 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,700 shares; 2025Q1: 24,700 shares; 2025Q2: 24,700 shares; 2025Q3: 24,700 shares; 2025Q4: 24,700 shares; 2026Q1: 24,700 shares 24,700 $465K 0.09% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,765 shares; 2025Q1: 14,765 shares; 2025Q2: 14,765 shares; 2025Q3: 14,765 shares; 2025Q4: 13,765 shares; 2026Q1: 13,765 shares 13,765 $459K 0.09% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,706 shares; 2025Q1: 3,683 shares; 2025Q2: 3,459 shares; 2025Q3: 3,495 shares; 2025Q4: 2,272 shares; 2026Q1: 1,988 shares 1,988 $444K 0.09% -284 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,950 shares; 2025Q4: 4,300 shares; 2026Q1: 4,650 shares 4,650 $437K 0.09% +350 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $424K 0.08% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 4,200 shares; 2026Q1: 4,800 shares 4,800 $417K 0.08% +600 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $417K 0.08% 0 Timeline AB LARGE CAP GROWTH ADVISOR AB LARGE CAP GROWTH ADVISOR More: the full row for AB LARGE CAP GROWTH ADVISOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,581 shares; 2025Q1: 5,553 shares; 2025Q2: 5,499 shares; 2025Q3: 5,527 shares; 2025Q4: 4,137 shares; 2026Q1: 3,773 shares 3,773 $413K 0.08% -364 SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $408K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $405K 0.08% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 1,600 shares; 2025Q3: 3,700 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $403K 0.08% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 2,550 shares; 2025Q2: 4,150 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $402K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 2,750 shares; 2025Q4: 3,250 shares; 2026Q1: 4,450 shares 4,450 $399K 0.08% +1,200 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,305 shares 4,305 $397K 0.08% new Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $367K 0.07% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,415 shares; 2025Q1: 6,915 shares; 2025Q2: 6,915 shares; 2025Q3: 6,915 shares; 2025Q4: 6,915 shares; 2026Q1: 6,915 shares 6,915 $359K 0.07% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,249 shares; 2025Q1: 6,255 shares; 2025Q2: 6,175 shares; 2025Q3: 6,280 shares; 2025Q4: 4,277 shares; 2026Q1: 3,719 shares 3,719 $355K 0.07% -558 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $355K 0.07% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $344K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $342K 0.07% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,217 shares; 2025Q1: 18,217 shares; 2025Q2: 18,217 shares; 2025Q3: 20,217 shares; 2025Q4: 20,217 shares; 2026Q1: 20,217 shares 20,217 $332K 0.07% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 5,200 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $327K 0.06% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,990 shares 3,990 $324K 0.06% +300 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 4,000 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 7,150 shares 7,150 $324K 0.06% +650 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $324K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $318K 0.06% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 2,050 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $306K 0.06% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,267 shares; 2025Q1: 3,255 shares; 2025Q2: 2,932 shares; 2025Q3: 2,982 shares; 2025Q4: 1,732 shares; 2026Q1: 1,735 shares 1,735 $294K 0.06% +3 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares; 2026Q1: 6,050 shares 6,050 $293K 0.06% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $291K 0.06% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 7,500 shares; 2026Q1: 4,000 shares 4,000 $289K 0.06% -3,500 Timeline AIM COUNSELOR SER TR INVESC… AIM COUNSELOR SER TR INVESCO C DI… More: the full row for AIM COUNSELOR SER TR INVESCO C DISCOVERY Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,515 shares; 2025Q2: 4,204 shares; 2025Q3: 4,190 shares; 2025Q4: 2,243 shares; 2026Q1: 1,899 shares 1,899 $287K 0.06% -344 HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,717 shares; 2025Q1: 7,717 shares; 2025Q2: 7,717 shares; 2025Q3: 7,717 shares; 2025Q4: 7,717 shares; 2026Q1: 7,717 shares 7,717 $284K 0.06% 0 Timeline THRIVENT MUT FDS LARGE CP V… THRIVENT MUT FDS LARGE CP VALUE S More: the full row for THRIVENT MUT FDS LARGE CP VALUE S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,082 shares; 2025Q1: 12,090 shares; 2025Q2: 11,839 shares; 2025Q3: 12,100 shares; 2025Q4: 8,080 shares; 2026Q1: 8,081 shares 8,081 $283K 0.06% +1 CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $282K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $275K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $273K 0.05% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $267K 0.05% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624 $267K 0.05% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $266K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 4,500 shares 4,500 $265K 0.05% +1,000 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $264K 0.05% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,765 shares; 2025Q1: 13,765 shares; 2025Q2: 13,765 shares; 2025Q3: 13,765 shares; 2025Q4: 13,765 shares; 2026Q1: 13,765 shares 13,765 $264K 0.05% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $263K 0.05% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $239K 0.05% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 4,150 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $235K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,803 shares; 2025Q1: 8,754 shares; 2025Q2: 8,126 shares; 2025Q3: 8,151 shares; 2025Q4: 4,054 shares; 2026Q1: 3,268 shares 3,268 $233K 0.05% -786 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,166 shares; 2025Q1: 7,199 shares; 2025Q2: 7,006 shares; 2025Q3: 7,202 shares; 2025Q4: 4,526 shares; 2026Q1: 4,560 shares 4,560 $221K 0.04% +34 Timeline BAIRD FDS INC ULTR SHT INSTL BAIRD FDS INC ULTR SHT INSTL More: the full row for BAIRD FDS INC ULTR SHT INSTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,978 shares; 2025Q1: 32,991 shares; 2025Q2: 32,357 shares; 2025Q3: 33,619 shares; 2025Q4: 20,872 shares; 2026Q1: 21,144 shares 21,144 $214K 0.04% +272 PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $213K 0.04% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 7,000 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $203K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,150 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $203K 0.04% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares; 2025Q4: 2,300 shares; 2026Q1: 2,800 shares 2,800 $201K 0.04% +500 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $199K 0.04% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 950 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $197K 0.04% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,700 shares; 2026Q1: 1,400 shares 1,400 $196K 0.04% -300 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $195K 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 704 shares; 2025Q1: 694 shares; 2025Q2: 624 shares; 2025Q3: 617 shares; 2025Q4: 329 shares; 2026Q1: 304 shares 304 $192K 0.04% -25 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $181K 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,742 shares; 2025Q1: 4,946 shares; 2025Q2: 4,820 shares; 2025Q3: 4,907 shares; 2025Q4: 3,705 shares; 2026Q1: 3,753 shares 3,753 $174K 0.03% +48 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares 2,212 $168K 0.03% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,275 shares; 2025Q1: 11,575 shares; 2025Q2: 11,275 shares; 2025Q3: 6,775 shares; 2025Q4: 1,375 shares; 2026Q1: 975 shares 975 $158K 0.03% -400 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $158K 0.03% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 550 shares; 2025Q4: 750 shares; 2026Q1: 850 shares 850 $148K 0.03% +100 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $147K 0.03% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,284 shares; 2025Q1: 5,284 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,284 shares; 2026Q1: 5,284 shares 5,284 $143K 0.03% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,850 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 3,950 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $139K 0.03% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $136K 0.03% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,563 shares; 2025Q1: 5,532 shares; 2025Q2: 5,570 shares; 2025Q3: 5,579 shares; 2025Q4: 3,242 shares; 2026Q1: 2,999 shares 2,999 $136K 0.03% -243 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 2,800 shares 2,800 $135K 0.03% +1,600 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,496 shares; 2025Q1: 3,492 shares; 2025Q2: 3,526 shares; 2025Q3: 3,545 shares; 2025Q4: 2,070 shares; 2026Q1: 1,918 shares 1,918 $133K 0.03% -152 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,300 shares 5,300 $129K 0.03% -500 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 1,993 shares 1,993 $129K 0.03% -1,000 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares; 2026Q1: 3,000 shares 3,000 $127K 0.03% -12,500 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares; 2026Q1: 3,000 shares 3,000 $124K 0.02% -1,000 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $121K 0.02% new Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $121K 0.02% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares; 2025Q4: 4,265 shares; 2026Q1: 4,265 shares 4,265 $120K 0.02% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $119K 0.02% 0 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $118K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $110K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 1,050 shares 1,050 $103K 0.02% -1,500 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares; 2026Q1: 9,250 shares 9,250 $97.4K 0.02% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 500 shares 500 $91.5K 0.02% +200 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $91K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $80.3K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $79.2K 0.02% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $79.1K 0.02% new Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $78.4K 0.02% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $77.5K 0.02% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $70.7K 0.01% 0 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $68.8K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $67.6K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $63.5K 0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 2,500 shares 2,500 $62.1K 0.01% -4,000 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $55.7K 0.01% 0 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $53.6K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $50.5K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $50.4K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $48.8K 0.01% 0 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $48.2K 0.01% 0 MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 863 shares; 2025Q1: 865 shares; 2025Q2: 780 shares; 2025Q3: 786 shares; 2025Q4: 218 shares; 2026Q1: 169 shares 169 $45K 0.01% -49 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $44.7K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,339 shares; 2025Q1: 1,338 shares; 2025Q2: 1,207 shares; 2025Q3: 1,217 shares; 2025Q4: 338 shares; 2026Q1: 263 shares 263 $43.7K 0.01% -75 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 352 shares; 2025Q2: 331 shares; 2025Q3: 332 shares; 2025Q4: 92 shares; 2026Q1: 70 shares 70 $43.2K 0.01% -22 Timeline FIDELITY ADVISOR SER I INST… FIDELITY ADVISOR SER I INSTL GRWTH More: the full row for FIDELITY ADVISOR SER I INSTL GRWTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,528 shares; 2025Q1: 7,590 shares; 2025Q2: 7,193 shares; 2025Q3: 7,336 shares; 2025Q4: 2,046 shares; 2026Q1: 1,579 shares 1,579 $43K 0.01% -467 HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $42.8K 0.01% 0 Timeline ALGER CAPITAL APPRECIATION … ALGER CAPITAL APPRECIATION INSTL I More: the full row for ALGER CAPITAL APPRECIATION INSTL I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,328 shares; 2025Q1: 4,317 shares; 2025Q2: 3,921 shares; 2025Q3: 3,846 shares; 2025Q4: 1,036 shares; 2026Q1: 783 shares 783 $41.9K 0.01% -253 FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,771 shares; 2025Q1: 2,752 shares; 2025Q2: 2,433 shares; 2025Q3: 2,458 shares; 2025Q4: 713 shares; 2026Q1: 559 shares 559 $41.1K 0.01% -154 Timeline MFS GROWTH I MFS GROWTH I More: the full row for MFS GROWTH I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 899 shares; 2025Q2: 833 shares; 2025Q3: 871 shares; 2025Q4: 274 shares; 2026Q1: 214 shares 214 $40.4K 0.01% -60 VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 641 shares; 2025Q1: 648 shares; 2025Q2: 622 shares; 2025Q3: 659 shares; 2025Q4: 192 shares; 2026Q1: 145 shares 145 $40K 0.01% -47 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $32.5K 0.01% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $31.8K 0.01% 0 Timeline COLUMBIA DIVIDEND INCOME FU… COLUMBIA DIVIDEND INCOME FUND INS… More: the full row for COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,382 shares; 2025Q1: 3,361 shares; 2025Q2: 2,196 shares; 2025Q3: 2,235 shares; 2025Q4: 819 shares; 2026Q1: 822 shares 822 $31.6K 0.01% +3 SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,337 shares; 2025Q1: 1,315 shares; 2025Q2: 831 shares; 2025Q3: 830 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $29.4K 0.01% 0 Timeline T. ROWE PRICE BLUE CHIP GRO… T. ROWE PRICE BLUE CHIP GROWTH More: the full row for T. ROWE PRICE BLUE CHIP GROWTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 627 shares; 2025Q1: 614 shares; 2025Q2: 394 shares; 2025Q3: 395 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $28.3K 0.01% 0 LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $25K <0.01% 0 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 1,872 shares; 2025Q4: 1,872 shares; 2026Q1: 1,872 shares 1,872 $21.6K <0.01% 0 Timeline VIRTUS INVESTMENT TRUST INC… VIRTUS INVESTMENT TRUST INCOME & … More: the full row for VIRTUS INVESTMENT TRUST INCOME & GTH A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: not reported; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $19.8K <0.01% 0 MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $12.9K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $9.61K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $218 <0.01% 0 Timeline