| Sep 2, 2026 (view filing)12:43 PM ET | Sep 1 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Founder Class Share | +7.68 | $13.15 | +$101.01 | 0.0%41.6K after | |
| Aug 4, 2026 (view filing)12:22 PM ET | Aug 3 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Founder Class Share | +7.73 | $13.07 | +$101 | 0.0%41.6K after | |
| Jul 17, 2026 (view filing)11:09 AM ET | Jul 13 | 4 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investo Class Share | +7.72 | $12.96 | +$100 | +0.4%2.03K after | |
| Jul 2, 2026 (view filing)7:44 PM ET | Jul 1 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Founder Class Share | +7.8 | $12.95 | +$101 | 0.0%41.6K after | |
| Mar 26, 2026 (view filing) | Mar 23 | 3 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | −0.83 | $12.08 | −$10.03 | 0.0%41.6K after | |
| Feb 18, 2026 (view filing) | Feb 13 | 5 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +0.41 | $12.17 | +$4.99 | 0.0%2.02K after | |
| Jan 5, 2026 (view filing) | Jan 2, 2025 | 368 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +41.15 | $12.15 | +$499.97 | +0.1%41.6K after | |
| Dec 29, 2025 (view filing) | Dec 23 | 6 days | Ghodoosi ArashPresident, Principal Executive | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase.Institutional Investment Strategy - Founder Class Shares | −0.81 | $12.30 | −$9.96 | 0.0%41.1K after | |
| Dec 23, 2025 (view filing) | Dec 22 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +0.25 | $12.24 | +$3.06 | 0.0%2.00K after | |
| Dec 4, 2025 (view filing) | Dec 3 | 1 day | Ghodoosi ArashPrincipal Financial Officer | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +2 | $12.20 | +$24.4 | +0.1%2.00K after | |
| Dec 2, 2025 (view filing) | Dec 1 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +41.02 | $12.19 | +$500.03 | +0.1%41.1K after | |
| Nov 5, 2025 (view filing) | Nov 3 | 2 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +41.05 | $12.18 | +$499.99 | +0.1%41.1K after | |
| Oct 29, 2025 (view filing) | Oct 27 | 2 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +0.25 | $12.16 | +$3.04 | 0.0%2.00K after | |
| Oct 3, 2025 (view filing) | Oct 1 | 2 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +41.63 | $12.01 | +$499.98 | +0.1%41.0K after | |
| Sep 3, 2025 (view filing) | Sep 2 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +42.59 | $11.74 | +$500.01 | +0.1%41.0K after | |
| Aug 7, 2025 (view filing) | Aug 4 | 3 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +8.59 | $11.64 | +$99.99 | 0.0%40.9K after | |
| Aug 5, 2025 (view filing) | Aug 1 | 4 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +0.87 | $11.56 | +$10.06 | 0.0%2.00K after | |
| Jul 29, 2025 (view filing) | Jul 28 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +8.56 | $11.68 | +$99.98 | 0.0%40.9K after | |
| Jul 22, 2025 (view filing) | Jul 21 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +8.66 | $11.55 | +$100.02 | 0.0%40.9K after | |
| Jul 15, 2025 (view filing) | Jul 14 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +8.68 | $11.52 | +$99.99 | 0.0%40.9K after | |
| Jul 10, 2025 (view filing) | Jul 7 | 3 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +8.71 | $11.48 | +$99.99 | 0.0%40.9K after | |
| Jul 3, 2025 (view filing) | Jun 30 | 3 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +0.09 | $11.44 | +$1.03 | 0.0%1.99K after | |
| Jul 3, 2025 (view filing) | Jul 1 | 2 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +0.44 | $11.45 | +$5.04 | 0.0%1.99K after | |
| Jul 1, 2025 (view filing) | Jun 30 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +8.73 | $11.46 | +$100.05 | 0.0%40.9K after | |
| Jun 24, 2025 (view filing) | Jun 23 | 1 day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | +0.89 | $11.24 | +$10 | 0.0%62.9K after | |
| Apr 30, 2025 (view filing) | Apr 28 | 2 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy - Founder Class Shares | −1 | $10.77 | −$10.77 | 0.0%40.9K after | |
| Mar 18, 2025 (view filing) | Mar 13 | 5 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund - Investor Class Shar | +511.15 | $10.76 | +$5.50K | New position511.15 after | |
| Jul 16, 2024 (view filing) | Jul 16 | Same day | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund | +19.7K | $10.56 | +$208.1K | +49.0%60.0K after | |
| Mar 21, 2024 (view filing) | Mar 19-20 | 2 days | Ghodoosi ArashPresident, Principal Executive | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Institutional Investment Strategy Fund | +40.2K | $10.19 | +$410.0K | New position40.2K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
