Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-21,172
Closed -$72.6K 1357
2025
Q2
$72.6K Sell
21,172
-274
-1% -$1.02K ﹤0.01% 1231
2025
Q1
$81.7K Buy
21,446
+10,270
+92% +$45.2K ﹤0.01% 1159
2024
Q4
$48.7K Sell
11,176
-569
-5% -$2.9K ﹤0.01% 1169
2024
Q3
$78.5K Buy
+11,745
New +$54K ﹤0.01% 1099
2022
Q1
Sell
-9,678
Closed -$307K 805
2021
Q4
$307K Buy
9,678
+625
+7% +$23K 0.02% 574
2021
Q3
$323K Sell
9,053
-1,627
-15% -$66.8K 0.04% 338
2021
Q2
$568K Buy
10,680
+100
+0.9% +$4K 0.1% 199
2021
Q1
$412K Buy
+10,580
New +$539K 0.08% 223

Other funds holding NIO