Capital flow per quarter
BuysSellsNet
Latest · 2023Q2
+$5.01B
Lifetime buys
$451.84B
Lifetime sells
$421.36B
Quarter activity
What changed in 2023Q2 - net new, added, trimmed, exited.
New positions539 names
- RMDRESMED INC+632,015$138.1M
- CTRACOTERRA ENERGY INC+4,356,484$110.2M
- CVECENOVUS ENERGY INC+5,168,367$87.8M
- UPSUNITED PARCEL SERVICE INC+483,227$86.6M
- BKNG 0.75 05/01/25BOOKING HOLDINGS INC+39,600,000$59.4M
- NTRNUTRIEN LTD+981,127$57.9M
- RBCRBC BEARINGS INC+260,134$56.6M
- OREALTY INCOME CORP+915,885$54.8M
- RLIRLI CORP+385,891$52.7M
- FDNFIRST TR EXCHANGE-TRADED FD+308,314$50.3M
- RYANRYAN SPECIALTY GROUP HLDGS I+944,946$42.4M
- XLRESELECT SECTOR SPDR TR+1,106,681$41.7M
- + 527 more…
Added to1736 names
- IVVISHARES TR+3,767,187$1.68B
- MSFTMICROSOFT CORP+2,534,025$862.9M
- SPYSPDR S&P 500 ETF TR+2,484,144$616.6M
- HDHOME DEPOT INC+1,732,872$538.3M
- NVDANVIDIA CORPORATION+1,023,518$433.0M
- LLYLILLY ELI & CO+815,226$382.3M
- VRTXVERTEX PHARMACEUTICALS INC+1,059,682$372.9M
- GOOGALPHABET INC+2,939,662$355.6M
- PGPROCTER AND GAMBLE CO+2,227,713$338.0M
- CVXCHEVRON CORP NEW+1,822,413$286.8M
- H1467JCHUBB LIMITED+1,416,595$272.8M
- TGTTARGET CORP+1,900,196$250.6M
- + 1724 more…
Trimmed1800 names
- TSLATESLA INC−2,457,514$643.3M
- G54950LINDE PLC−1,020,075$388.7M
- XLVSELECT SECTOR SPDR TR−2,262,326$300.3M
- XLESELECT SECTOR SPDR TR−3,559,328$288.9M
- NFLXNETFLIX INC−631,484$278.2M
- CRMSALESFORCE COM INC−1,221,081$258.0M
- ZBHZIMMER BIOMET HOLDINGS INC−1,747,099$254.4M
- PANWPALO ALTO NETWORKS INC−980,489$250.5M
- BDXBECTON DICKINSON & CO−890,226$235.0M
- TAT&T INC−12,993,565$207.2M
- LULULULULEMON ATHLETICA INC−536,253$203.0M
- WMBWILLIAMS COS INC−6,209,542$202.6M
- + 1788 more…
Exited838 names
- 82028KSHAW COMMUNICATIONS INC−7,915,054$237K
- G3421JFERGUSON PLC NEW−1,103,926$148K
- 98462YYAMANA GOLD INC−23,657,441$138K
- XLKSELECT SECTOR SPDR TR−901,318$136K
- G3223REVEREST RE GROUP LTD−246,221$88K
- PORPORTLAND GEN ELEC CO−1,792,540$88K
- 57778KMAXAR TECHNOLOGIES INC−1,259,659$64K
- AVYAVERY DENNISON CORP−352,467$63K
- 30057TEVOQUA WATER TECHNOLOGIES CO−1,181,480$59K
- 000375ABB LTD−1,608,956$55K
- 767744RITCHIE BROS AUCTIONEERS−942,186$53K
- CXTCRANE HLDGS CO−366,341$42K
- + 826 more…
Recent transactions
Last 20 moves
TRIM
PALVELLA THERAPEUTICS INC NE
−23,394
~$104.67 · 2025Q4
2026-02-17
TRIM
BEAZER HOMES USA INC
−278,402
~$20.27 · 2025Q4
2026-02-17
ADD
CHURCH & DWIGHT CO INC
+433,959
~$83.85 · 2025Q4
2026-02-17
TRIM
MILLROSE PPTYS INC
−317,102
~$29.87 · 2025Q4
2026-02-17
ADD
ROGERS COMMUNICATIONS INC
+472,106
~$37.75 · 2025Q4
2026-02-17
ADD
SUMMIT THERAPEUTICS INC
+348,503
~$17.49 · 2025Q4
2026-02-17
SOLD
TSAKOS ENERGY NAVIGATION LTD
−287,149
~$22.22 · 2025Q4
2026-02-17
NEW
KINGSOFT CLOUD HLDGS LTD
+34,114
~$10.34 · 2025Q4
2026-02-17
TRIM
AURORA INNOVATION INC
−1,509,670
~$3.84 · 2025Q4
2026-02-17
TRIM
TITAN ACQUISITION CORP
−35,000
~$0.32 · 2025Q4
2026-02-17
