Bharath Potti - 02 Jun 2025 Form 4 Insider Report for Institutional Investment Strategy Fund

Role
Director
Signature
Bharath Potti
Issuer symbol
N/A
Transactions as of
02 Jun 2025
Net transactions value
+$38,785
Form type
4
Filing time
15 Jul 2025, 15:09:40 UTC
Previous filing
07 Mar 2024

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Potti Bharath Director 2261 MARKET STREET, #5190, SAN FRANCISCO Bharath Potti 02 Jun 2025 0002014420

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction XIVYX Institutional Investment Strategy - Founder Class Shares Purchase $20,722 +1,858 $11.15 1,858 02 Jun 2025 Direct
transaction XIVYX Institutional Investment Strategy - Founder Class Shares Purchase $18,063 +1,620 +87% $11.15 3,478 02 Jun 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.