GHODOOSI ARASH (President, Principal Executive) purchased 0.0% of their position (8.68 shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $100.01 — a small addition. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 7/15/2025ACC: 0002004397-25-000005
Officer· President, Principal Executive
Since Feb 2026
+8.68
Net shares
Net buyer
$100.01
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
8.68 acquired
Non-Derivative Transactions1
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+8.68
Price / share
$11.52
Trade value
$100.01
% of position
0.0%
7/14/2025
40.90K→40.91K
Total
Net shares
+8.68
Net value
$100.01
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares Direct | 7/14/2025 | P · Purchase | +8.68 | $11.52 | $100.01 | 0.0% | 40.90K | 40.91K |
| Total | +8.68 | $100.01 | ||||||
Derivative Transactions0
No derivative transactions reported