Capital flow per quarter
BuysSellsNet
Latest · 2025Q2
-$364M
Lifetime buys
$784M
Lifetime sells
$4.26B
Quarter activity
What changed in 2025Q2 - net new, added, trimmed, exited.
New positions1 name
- UNHUNITEDHEALTH GROUP INC+129,000$40.2M
Added to11 names
- MCOMOODYS CORP+4,755$2.4M
- MSCIMSCI INC+3,790$2.2M
- HSYHERSHEY CO+11,780$2.0M
- CLXCLOROX CO DEL+12,260$1.5M
- OLNOLIN CORP+40,133$806K
- G0403HAON PLC+1,245$444K
- MAMASTERCARD INCORPORATED+540$303K
- LEGHLEGACY HOUSING CORP+9,000$204K
- AMPYAMPLIFY ENERGY CORP NEW+50,000$160K
- EMBCEMBECTA CORP+16,069$156K
- EAFEURGRAFTECH INTL LTD+127,490$124K
Trimmed49 names
- CNQCANADIAN NAT RES LTD−5,139,330$161.4M
- MSFTMICROSOFT CORP−98,216$48.9M
- BRK.BBERKSHIRE HATHAWAY INC DEL−49,924$24.3M
- GOOGALPHABET INC−123,395$21.9M
- FOXFOX CORP−341,938$17.7M
- PGPROCTER AND GAMBLE CO−98,977$15.8M
- SCHWSCHWAB CHARLES CORP−143,669$13.1M
- NWSANEWS CORP NEW−409,144$12.2M
- EBAYEBAY INC.−119,685$8.9M
- LMTLOCKHEED MARTIN CORP−18,957$8.8M
- EOGEOG RES INC−66,029$7.9M
- LHXL3HARRIS TECHNOLOGIES INC−30,865$7.7M
- + 37 more…
Exited1 name
- GOLDA-MARK PRECIOUS METALS INC−9,000$228K
Recent transactions
Last 20 moves
TRIM
DARLING INGREDIENTS INC
−97,098
~$36.00 · 2025Q4
2026-02-03
TRIM
COGNIZANT TECHNOLOGY SOLUTIO
−316,003
~$83.00 · 2025Q4
2026-02-03
TRIM
BANK NEW YORK MELLON CORP
−28,993
~$116.09 · 2025Q4
2026-02-03
TRIM
CANADIAN NAT RES LTD
−2,133,091
~$33.85 · 2025Q4
2026-02-03
TRIM
ARMSTRONG WORLD INDS INC NEW
−17,543
~$191.10 · 2025Q4
2026-02-03
TRIM
A-MARK PRECIOUS METALS INC
−2,000
~$34.05 · 2025Q4
2026-02-03
ADD
AMERICAS CAR-MART INC
+22,000
~$25.26 · 2025Q4
2026-02-03
TRIM
BERKSHIRE HATHAWAY INC DEL
−7,323
~$502.65 · 2025Q4
2026-02-03
TRIM
U HAUL HOLDING COMPANY
−14,226
~$46.74 · 2025Q4
2026-02-03