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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘18
ALTY icon
2001
Global X Alternative Income ETF
ALTY
$45.3M
1 3 2 7.07%
MXE
2002
Mexico Equity and Income Fund
MXE
$56.5M
1 9 8
BNDC icon
2003
FlexShares Core Select Bond Fund
BNDC
$167M
1 2 1 9.05%
NGNE icon
2004
Neurogene
NGNE
$764M
1 12 11 11.3%
NIC icon
2005
Nicolet Bankshares
NIC
$3.5B
1 23 22 237%
AIOS
2006
AIOS Tech
AIOS
$44.1M
1 2 1 92%
CHR icon
2007
Cheer Holding
CHR
$3.47M
1 6 5 100%
TGEN
2008
Tecogen Inc
TGEN
$119M
1 4 3 9.64%
XMAX
2009
XMAX Inc
XMAX
$543M
1 3 2 25.8%
IMTM icon
2010
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.08B
1 14 13 103%
OIH icon
2011
VanEck Oil Services ETF
OIH
$2.07B
1 40 39 36.5%
EQS icon
2012
Equus Total Return
EQS
$17M
1 4 3 37.8%
ONEO icon
2013
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
1 5 4 143%
OXM icon
2014
Oxford Industries
OXM
$541M
1 62 61 49%
DPST icon
2015
Direxion Daily Regional Banks Bull 3X ETF
DPST
$443M
1 1 0 77.2%
PBW icon
2016
Invesco WilderHill Clean Energy ETF
PBW
$413M
1 14 13 59%
DOGZ icon
2017
Dogness International Corp
DOGZ
$14.5M
1 1 0 98.7%
DALI icon
2018
First Trust DorseyWright DALI 1 ETF
DALI
$99.1M
1 5 4 67.2%
GOLD
2019
Gold.com Inc
GOLD
$1.1B
1 7 6 545%
YTRA icon
2020
Yatra Online
YTRA
$55.9M
1 9 8 77.6%
YPF icon
2021
YPF
YPF
$19.4B
1 34 33 270%
YORW icon
2022
York Water
YORW
$502M
1 31 30 3.4%
FTXH icon
2023
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$36.3M
1 1 0 99.1%
RYAM icon
2024
Rayonier Advanced Materials
RYAM
$479M
1 69 68 33.3%
MVBF icon
2025
MVB Financial
MVBF
$370M
1 15 14 59.8%