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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘14
CHCI icon
2001
Comstock Holding Companies
CHCI
$201M
0 1 1 135%
PSR icon
2002
Invesco Active US Real Estate Fund
PSR
$60.2M
0 6 6 59.8%
GFI icon
2003
Gold Fields
GFI
$42.7B
0 51 51 1,187%
RCS
2004
PIMCO Strategic Income Fund
RCS
$249M
0 13 13 50.7%
CGEN icon
2005
Compugen
CGEN
$277M
0 12 12 67.5%
MCI
2006
Barings Corporate Investors
MCI
$371M
0 9 9 18.2%
GLV
2007
Clough Global Dividend & Income Fund
GLV
$76.3M
0 10 10 60.3%
EFU icon
2008
ProShares Trust UltraShort MSCI EAFE
EFU
$1.13M
0 1 1 91.1%
GOVI icon
2009
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.23B
0 6 6 14.7%
APT icon
2010
Alpha Pro Tech
APT
$54.4M
0 6 6 150%
BIZD icon
2011
VanEck BDC Income ETF
BIZD
$1.71B
0 7 7 36.4%
CVV icon
2012
CVD Equipment Corp
CVV
$51.6M
0 4 4 38.7%
TDF
2013
Templeton Dragon Fund
TDF
$273M
0 20 20 58%
NCTY
2014
The9 Ltd
NCTY
$68.1M
0 1 1 99.4%
SPDW icon
2015
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.2B
0 16 16 72.2%
OGEN icon
2016
Oragenics
OGEN
$2.35M
0 1 1 100%
ASM
2017
Avino Silver & Gold Mines
ASM
$1.27B
0 1 1 229%
BKT icon
2018
BlackRock Income Trust
BKT
$338M
0 15 15 47.6%
EGAN icon
2019
eGain
EGAN
$195M
0 14 14 5.17%
VIXM icon
2020
ProShares VIX Mid-Term Futures ETF
VIXM
$156M
0 3 3 77.6%
CEW
2021
WisdomTree Emerging Currency Strategy Fund
CEW
$18M
0 11 11 2.97%
ABUS icon
2022
Arbutus Biopharma
ABUS
$1.03B
0 13 13 60.1%
INKM icon
2023
State Street Income Allocation ETF
INKM
$75.3M
0 4 4 6.8%
BF.A icon
2024
Brown-Forman Class A
BF.A
$13.1B
0 17 17 22.4%
IVOO icon
2025
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.86B
0 11 11 168%