GHODOOSI ARASH (President, Principal Executive) purchased 0.1% of their position (41.15 shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $500.00 — a small addition. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 1/5/2026ACC: 0002004397-26-000001
Officer· President, Principal Executive
Since Feb 2026
+41.15
Net shares
Net buyer
$500.00
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
41.15 acquired
Non-Derivative Transactions1
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+41.15
Price / share
$12.15
Trade value
$500.00
% of position
0.1%
1/2/2025
41.57K→41.61K
Total
Net shares
+41.15
Net value
$500.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares Direct | 1/2/2025 | P · Purchase | +41.15 | $12.15 | $500.00 | 0.1% | 41.57K | 41.61K |
| Total | +41.15 | $500.00 | ||||||
Derivative Transactions0
No derivative transactions reported