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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘18
AEF
2001
abrdn Emerging Markets Equity Income Fund
AEF
$363M
2 10 8 1.11%
ACWI icon
2002
iShares MSCI ACWI ETF
ACWI
$33B
2 109 107 117%
ACU icon
2003
Acme United Corp
ACU
$181M
2 8 6 128%
SPVM icon
2004
Invesco S&P 500 Value with Momentum ETF
SPVM
$117M
2 7 5 102%
SDP icon
2005
ProShares UltraShort Utilities
SDP
$3.88M
2 2 0 90.1%
NAK
2006
Northern Dynasty Minerals
NAK
$919M
2 22 20 81%
NAN icon
2007
Nuveen New York Quality Municipal Income Fund
NAN
$385M
2 9 7 8.04%
NSPR icon
2008
InspireMD
NSPR
$33.7M
2 2 0 99.9%
GYLD icon
2009
Arrow Dow Jones Global Yield ETF
GYLD
$34.5M
2 14 12 15.8%
OMEX icon
2010
Odyssey Marine Exploration
OMEX
$39.4M
2 7 5 91.9%
GEG icon
2011
Great Elm Group
GEG
$68.7M
2 9 7 45.3%
FENC icon
2012
Fennec Pharmaceuticals
FENC
$373M
2 6 4 11.2%
EWZS icon
2013
iShares MSCI Brazil Small-Cap ETF
EWZS
$237M
2 6 4 22.2%
PBHC icon
2014
Pathfinder Bancorp
PBHC
$102M
2 4 2 5.5%
BGH
2015
Barings Global Short Duration High Yield Fund
BGH
$284M
2 15 13 24.2%
PREF icon
2016
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
2 3 1 2.92%
AEMD icon
2017
Aethlon Medical
AEMD
$1.76M
2 2 0 100%
PXE icon
2018
Invesco Energy Exploration & Production ETF
PXE
$79.7M
2 9 7 70.1%
HTT
2019
High Templar Tech Ltd
HTT
$425M
2 20 18 76.6%
GTIM icon
2020
Good Times Restaurants
GTIM
$15.2M
2 5 3 52.8%
MPV
2021
Barings Participation Investors
MPV
$170M
2 11 9 7.62%
RKDA icon
2022
Arcadia Biosciences
RKDA
$1.36M
2 2 0 99.9%
SACH
2023
Sachem Capital Corp
SACH
$41.8M
2 6 4 74.9%
SCHK icon
2024
Schwab 1000 Index ETF
SCHK
$5.72B
2 3 1 178%
SEF icon
2025
ProShares Short Financials
SEF
$13.3M
2 3 1 67.7%