Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$380K Buy
63,038
+21,589
+52% +$109K 0.01% 827
2025
Q4
$211K Buy
41,449
+4,721
+13% +$29.1K 0.01% 1124
2025
Q3
$280K Buy
36,728
+14,934
+69% +$80.4K 0.01% 929
2025
Q2
$74.8K Sell
21,794
-11,952
-35% -$44.5K ﹤0.01% 1094
2025
Q1
$129K Buy
33,746
+6,865
+26% +$30.2K 0.01% 1004
2024
Q4
$117K Buy
26,881
+7,554
+39% +$38.4K 0.01% 948
2024
Q3
$129K Buy
19,327
+2,588
+15% +$11.9K 0.01% 885
2024
Q2
$69.6K Buy
+16,739
New +$79.2K 0.01% 783
2024
Q1
Sell
-15,960
Closed -$145K 753
2023
Q4
$145K Buy
+15,960
New +$127K 0.02% 568

Other funds holding NIO