GHODOOSI ARASH (President, Principal Executive) purchased 0.0% of their position (0.52 shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $6.00 — a small addition. The strongest form of insider conviction signal.
P · 2 purchases
Filed: 7/3/2025ACC: 0002004397-25-000003
Officer· President, Principal Executive
Since Feb 2026
+0.52
Net shares
Net buyer
$6.00
Total acquired
2
Open market trades
2B · 0S
2
Total transactions
0.52 acquired
Non-Derivative Transactions2
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+0.09
Price / share
$11.45
Trade value
$1.00
% of position
0.0%
6/30/2025
1.99K→1.99K
Institutional Investment Strategy Fund - Investor Class Shar
Direct
Shares
+0.44
Price / share
$11.45
Trade value
$5.00
% of position
0.0%
7/1/2025
1.99K→1.99K
Total
Net shares
+0.52
Net value
$6.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares Direct | 6/30/2025 | P · Purchase | +0.09 | $11.45 | $1.00 | 0.0% | 1.99K | 1.99K |
| Institutional Investment Strategy Fund - Investor Class Shar Direct | 7/1/2025 | P · Purchase | +0.44 | $11.45 | $5.00 | 0.0% | 1.99K | 1.99K |
| Total | +0.52 | $6.00 | ||||||
Derivative Transactions0
No derivative transactions reported