POTTI BHARATH purchased 3.48K shares of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $38.8K. The strongest form of insider conviction signal.
P · 2 purchases
Filed: 7/15/2025ACC: 0002014420-25-000001
Director
Since Mar 2024
+3.48K
Net shares
Net buyer
$38.8K
Total acquired
2
Open market trades
2B · 0S
2
Total transactions
3.48K acquired
Non-Derivative Transactions2
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+1.86K
Price / share
$11.15
Trade value
$20.72K
% of position
New position
6/2/2025
0.00→1.86K
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+1.62K
Price / share
$11.15
Trade value
$18.06K
% of position
87.2%
6/2/2025
1.86K→3.48K
Total
Net shares
+3.48K
Net value
$38.78K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares Direct | 6/2/2025 | P · Purchase | +1.86K | $11.15 | $20.72K | New position | 0.00 | 1.86K |
| Institutional Investment Strategy - Founder Class Shares Direct | 6/2/2025 | P · Purchase | +1.62K | $11.15 | $18.06K | 87.2% | 1.86K | 3.48K |
| Total | +3.48K | $38.78K | ||||||
Derivative Transactions0
No derivative transactions reported