| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy Fund | Director | Institutional Investment Strategy - Founder Class Shares | 3,478 | 02 Jun 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000201442025000001-potti-bharath-2025-06-02 | Institutional Investment Strategy Fund | 02 Jun 2025 | 2 | +$38,785 | 4 | Director | 15 Jul 2025, 15:09 |
| /report/000200439724000002-potti-bharath-2024-03-01 | Institutional Investment Strategy Fund | 01 Mar 2024 | 0 | $0 | 3 | Director | 07 Mar 2024, 12:55 |