The following table details the insider trading activities
(stock purchases, stock sales, and stock option exercises) of Potti Bharath since 2025.
This trader's CIK number is 2014420.
At the time of last reporting, Potti Bharath was the Director of Institutional Investment Strategy Fund. (stock ticker symbol XIVYX).
Also see all insider trading activities at Institutional Investment Strategy Fund.
| Insider Buying | Insider Sales | Option Exercises | |||||
|---|---|---|---|---|---|---|---|
| Year | Symbol | Shares | Value | Shares | Value | Shares | Value |
| 2025 | XIVYX | 3,478 | $38,779 | 0 | $0 | 0 | $0 |
| Trade Date | Symbol | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2025-06-02 | XIVYX | Buy | 3,478 | 11.15 | 38,779 |
Insider trading activities including stock purchases, stock sales, and option exercises listed in the above table cannot be completely guaranteed as to their accuracy. For more information regarding the trades made by Potti Bharath (Director of Institutional Investment Strategy Fund at the time of this reporting) see the Securities and Exchange Commission (SEC) website.