Looks to be on a possible breakout.

- President and CEO at COSTAR GROUP, INC. $CSGP purchased $2.48M (largest purchase ever, out of 3). Dip Buy: the stock was down -28% in the previous month. Their last purchase was 489 days ago. - Chief Executive Officer at SoFi Technologies, Inc. $SOFI purchased $1.00M (3rd largest purchase, out of 42). Dip Buy: the stock was down -34% in the previous 3 months. Their last purchase was 626 days ago. 2 other insiders also purchased the stock in the last 30 days. - Chief Sales Officer at ACV Auctions Inc. $ACVA purchased $1.00M (first-ever purchase). This increased their listed holdings by 60%. Dip Buy: the stock was down -42% in the previous month. Reversal: they made 25 straight sales before this purchase. 1 other insider also purchased the stock in the last 30 days. - Director (Mulligan Donal L) at TENNANT CO $TNC purchased $504.13K (largest purchase ever, out of 6). This increased their listed holdings by 40%. Dip Buy: the stock was down -24% in the previous week. Reversal: they made 6 straight sales before this purchase. 2 other insiders also purchased the stock in the last 30 days. Attached photo: Tennant was on IQ Trends "Undervalued" list this week

it's Sunday morning, and I decided to look into the AOTG Fund (AOT Growth and Innovation ETF) to identify high-conviction opportunities. My research process for this fund is built on a specific methodology: finding active managers whose philosophy aligns with my own, then "cherry-picking" the best individual plays for my personal watchlist. 1. The Core Philosophy: Digital Products & Profitability After hosting CEO John Tinsman on the podcast, his strategy became clear: the fund exclusively targets "Digital Product" companies. These are businesses characterized by: - Extreme Scalability: Low overhead for every new unit sold. - Elite Margins: Superior unit economics compared to physical goods. - High Profitability: A focus on companies that aren't just growing, but are actually winning on the bottom line. 2. My Selection Process John has essentially done the heavy lifting by building a curated list of companies that fit this high-margin criteria. My role was to filter that list down further based on: - Circle of Competence: I only looked at companies I personally understand. - Valuation Gaps: I am hunting for massive price drops in these high-quality names to find an asymmetric entry point. - Concentration: Out of the 10+ companies I’ve added to my watchlist, I may only pull the trigger on one. This is the "discovery" phase of my research. 3. The "Hybrid" Portfolio Approach I am currently deciding how to position AOTG within my USD RRSP. My logic for paying an expense ratio for an active fund is simple: Time vs. Optimization. - The Active Fund (AOTG): I’ll hold the fund for its active rebalancing and John’s ability to find opportunities I don't have the time or energy to track daily. - The Individual Plays: I will take 1 or 2 stocks from the fund that I have the highest conviction in and invest more heavily to capture the alpha. Summary for My Watchlist This is a repeatable workflow I use often: find a high-conviction active fund, utilize their research as a "top-of-funnel" filter, and then drill down into specific names for individual ownership.

This get's updated weekly, typically during our livestreams. Right now, I am only locked in on Duolingo and Netflix. Buy price for Duolingo for me is $100 or less Buy Price for Me for Netflix is $66 or Before Early March (Voting occurs on March, which could affect price) - I attached a screenshot showing when and how I will MOST LIKELY be buying in (This can always change) ⚠️ Legal Disclosure: I'm not a registered financial advisor. This is educational content only, not personalized investment advice. I hold positions in securities discussed. Consult a licensed professional before investing. All investments carry risk.

- Senior Vice President at POOL CORP (POOL) purchased $1.22M (first-ever purchase). This increased their listed holdings by 7.19%. They had made 19 straight sales before this purchase. - Director at Hamilton Lane INC (HLNE) purchased $1.01M (largest purchase ever, out of 3). The stock was down -33.47% in the previous month. - CEO at Vertex, Inc. (VERX) purchased $730.79K (first-ever purchase). The stock was down -37.54% in the previous month. 2 other insiders have also purchased the stock in the last 30 days. - Director at StepStone Group Inc. (STEP) purchased $565.77K (largest purchase ever, out of 3). They had made 2 straight sales before this purchase. - Director at TYLER TECHNOLOGIES INC (TYL) purchased $495.86K (first-ever purchase). The stock was down -27.38% in the previous month. - CEO at ZIONS BANCORPORATION (ZION) purchased $265.63K (8th largest purchase, out of 11). - Director at Goosehead Insurance, Inc. (GSHD) purchased $250.04K (first-ever purchase). The stock was down -32.92% in the previous month. - Director at Hercules Capital, Inc. (HTGC) purchased $149.80K This increased their listed holdings by 7.93%. 4 other insiders have also purchased the stock in the last 30 days. - A Director at American Homes 4 Rent (AMH) purchased $114.78K (6th largest purchase, out of 10).