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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘22
CGW icon
2001
Invesco S&P Global Water Index ETF
CGW
$1.05B
3 39 36 57.6%
COFS icon
2002
Choiceone Financial
COFS
$514M
3 9 6 58.2%
DCTH icon
2003
Delcath Systems
DCTH
$404M
3 5 2 266%
DIEM icon
2004
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$67.7M
3 7 4 95.1%
DWUS icon
2005
AdvisorShares Dorsey Wright FSM US Core ETF
DWUS
$113M
3 4 1 83.1%
EPHE icon
2006
iShares MSCI Philippines ETF
EPHE
$132M
3 8 5 16.5%
FRA icon
2007
BlackRock Floating Rate Income Strategies Fund
FRA
$382M
3 31 28 2.18%
FUSB icon
2008
First US Bancshares
FUSB
$91.9M
3 7 4 107%
GENC icon
2009
Gencor Industries
GENC
$216M
3 12 9 63.4%
JVA icon
2010
Coffee Holding Co
JVA
$18.7M
3 6 3 30.8%
HAP icon
2011
VanEck Natural Resources ETF
HAP
$301M
3 16 13 63.8%
NUSA icon
2012
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$34.5M
3 6 3 1.77%
OUSM icon
2013
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$899M
3 15 12 64.7%
MRBK icon
2014
Meridian
MRBK
$242M
3 15 12 39.4%
NTZ
2015
Natuzzi
NTZ
$15.3M
3 4 1 77.6%
BBUC
2016
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.67B
3 28 25 46.2%
VRAI icon
2017
Virtus Real Asset Income ETF
VRAI
$18.5M
3 7 4 28.9%
TINY icon
2018
ProShares Nanotechnology ETF
TINY
$19.8M
3 4 1 181%
TMFM icon
2019
Motley Fool Mid-Cap Growth ETF
TMFM
$117M
3 6 3 7.46%
WPRT
2020
Westport Fuel Systems
WPRT
$32.1M
3 25 22 80.6%
VRME icon
2021
VerifyMe
VRME
$9.02M
3 5 2 46.3%
AACG
2022
ATA Creativity
AACG
$38.9M
3 4 1 47.4%
LIEN
2023
Chicago Atlantic BDC
LIEN
$214M
3 3 0 6.3%
AEIS icon
2024
Advanced Energy
AEIS
$10.4B
3 104 101 235%
AFIF icon
2025
Anfield Universal Fixed Income ETF
AFIF
$227M
3 8 5 8.68%