Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$60.4K Sell
10,020
-2,817
-22% -$14.2K ﹤0.01% 930
2025
Q4
$65.5K Sell
12,837
-1,642
-11% -$10.1K ﹤0.01% 936
2025
Q3
$104K Hold
14,479
﹤0.01% 950
2025
Q2
$49.7K Sell
14,479
-2,426
-14% -$9.04K ﹤0.01% 949
2025
Q1
$64.4K Sell
16,905
-239,337
-93% -$1.05M ﹤0.01% 936
2024
Q4
$1.13M Hold
256,242
﹤0.01% 815
2024
Q3
$1.77M Sell
256,242
-899,332
-78% -$4.13M ﹤0.01% 765
2024
Q2
$4.81M Buy
1,155,574
+105,515
+10% +$499K 0.01% 631
2024
Q1
$4.73M Buy
1,050,059
+93,382
+10% +$563K 0.01% 677
2023
Q4
$8.68M Buy
956,677
+61,881
+7% +$491K 0.02% 571
2023
Q3
$8.09M Sell
894,796
-268,250
-23% -$2.99M 0.02% 483
2023
Q2
$11.3M Buy
1,163,046
+61,780
+6% +$523K 0.03% 452
2023
Q1
$11.6M Buy
1,101,266
+449,159
+69% +$4.59M 0.03% 447
2022
Q4
$6.36M Buy
652,107
+165,232
+34% +$1.9M 0.02% 519
2022
Q3
$7.68M Buy
486,875
+85,937
+21% +$1.7M 0.02% 480
2022
Q2
$8.72M Buy
400,938
+188,231
+88% +$3.45M 0.03% 455
2022
Q1
$4.52M Sell
212,707
-2,572
-1% -$60.6K 0.01% 601
2021
Q4
$6.82M Buy
215,279
+15,732
+8% +$578K 0.02% 574
2021
Q3
$7.01M Sell
199,547
-9,593
-5% -$394K 0.02% 582
2021
Q2
$11.1M Sell
209,140
-74,649
-26% -$2.99M 0.02% 474
2021
Q1
$11.1M Sell
283,789
-344,750
-55% -$17.6M 0.03% 478
2020
Q4
$30.6M Sell
628,539
-165,608
-21% -$6.41M 0.07% 237
2020
Q3
$16.9M Buy
794,147
+492,804
+164% +$7.59M 0.05% 322
2020
Q2
$2.33M Buy
301,343
+288,398
+2,228% +$1.27M 0.01% 678
2020
Q1
$36K Buy
+12,945
New +$48.2K ﹤0.01% 908

Other funds holding NIO