Capital flow per quarter
BuysSellsNet
Latest · 2025Q1
+$615M
Lifetime buys
$3.66B
Lifetime sells
$2.09B
Quarter activity
What changed in 2025Q1 - net new, added, trimmed, exited.
New positions5 names
Added to123 names
- SHELSHELL PLC+1,004,609$73.6M
- L6388FMILLICOM INTL CELLULAR S A+1,888,602$57.2M
- NTRNUTRIEN LTD+1,106,256$54.9M
- KMTKENNAMETAL INC+2,342,388$49.9M
- EPCEDGEWELL PERS CARE CO+1,242,772$38.8M
- GRFSGRIFOLS S A+5,245,255$37.3M
- OTEXOPEN TEXT CORP+1,358,139$34.3M
- CXCEMEX SAB DE CV+6,076,511$34.1M
- G0450AARCH CAP GROUP LTD+337,654$32.5M
- MHKMOHAWK INDS INC+272,615$31.1M
- PINCPREMIER INC+1,596,959$30.8M
- TXTTEXTRON INC+403,746$29.2M
- + 111 more…
Trimmed57 names
- EMBJEMBRAER S.A.−2,064,659$95.4M
- CVXCHEVRON CORP NEW−292,002$48.8M
- FISVFISERV INC−143,540$31.7M
- BKBANK NEW YORK MELLON CORP−259,002$21.7M
- SAPSAP SE−74,214$19.9M
- LHLABCORP HOLDINGS INC−83,881$19.5M
- MCKMCKESSON CORP−27,876$18.8M
- BCSBARCLAYS PLC−1,189,517$18.3M
- CAECAE INC−737,439$18.1M
- IXUSISHARES TR−255,932$17.9M
- BABAALIBABA GROUP HLDG LTD−107,608$14.2M
- WFCWELLS FARGO CO NEW−190,568$13.7M
- + 45 more…
Exited10 names
- G51502JOHNSON CTLS INTL PLC−301,971$23.8M
- BPBP PLC−299,423$8.9M
- 0OIASOLARWINDS CORP−485,329$6.9M
- FLSFLOWSERVE CORP−106,877$6.1M
- SRSPIRE INC−85,316$5.8M
- VTVANGUARD INTL EQUITY INDEX F−38,144$4.5M
- VWOVANGUARD INTL EQUITY INDEX F−28,139$1.2M
- BRK.ABERKSHIRE HATHAWAY INC DEL−1$681K
- KELYAKELLY SVCS INC−36,617$510K
- ASAIYSENDAS DISTRIBUIDORA S A−103,263$462K
Recent transactions
Last 20 moves
TRIM
AMERICAN INTL GROUP INC
−1,504,365
~$85.55 · 2025Q4
2026-02-11
NEW
ALLISON TRANSMISSION HLDGS I
+476,471
~$97.90 · 2025Q4
2026-02-11
ADD
AMERICAN OUTDOOR BRANDS INC
+116,971
~$7.73 · 2025Q4
2026-02-11