Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,066,223
Closed -$7.67M 1912
2025
Q3
$7.67M Buy
1,066,223
+129,487
+14% +$698K 0.01% 647
2025
Q2
$3.22M Buy
936,736
+129,236
+16% +$482K 0.01% 977
2025
Q1
$3.08M Buy
807,500
+6,886
+0.9% +$30.3K 0.01% 999
2024
Q4
$3.49M Sell
800,614
-1,365,957
-63% -$6.95M 0.01% 1014
2024
Q3
$14.5M Sell
2,166,571
-74,700
-3% -$343K 0.03% 490
2024
Q2
$9.33M Sell
2,241,271
-190,500
-8% -$901K 0.02% 577
2024
Q1
$10.9M Buy
2,431,771
+535,400
+28% +$3.23M 0.02% 538
2023
Q4
$17.1M Sell
1,896,371
-1,993,771
-51% -$15.8M 0.04% 416
2023
Q3
$35.1M Buy
3,890,142
+1,926,071
+98% +$21.4M 0.08% 230
2023
Q2
$19.1M Sell
1,964,071
-48,500
-2% -$410K 0.05% 375
2023
Q1
$21.2M Buy
2,012,571
+120,700
+6% +$1.23M 0.05% 346
2022
Q4
$18.5M Buy
1,891,871
+255,330
+16% +$2.94M 0.05% 378
2022
Q3
$25.8M Buy
1,636,541
+55,100
+3% +$1.09M 0.07% 273
2022
Q2
$34.4M Buy
1,581,441
+54,800
+4% +$1.01M 0.09% 228
2022
Q1
$33.6M Buy
1,526,641
+94,600
+7% +$2.23M 0.07% 281
2021
Q4
$45.3M Buy
1,432,041
+19,190
+1% +$705K 0.09% 224
2021
Q3
$50.7M Buy
1,412,851
+131,484
+10% +$5.4M 0.12% 181
2021
Q2
$68.1M Buy
1,281,367
+98,900
+8% +$3.96M 0.16% 136
2021
Q1
$45.9M Buy
1,182,467
+83,800
+8% +$4.27M 0.11% 197
2020
Q4
$53.5M Buy
1,098,667
+333,800
+44% +$12.9M 0.1% 208
2020
Q3
$16.2M Sell
764,867
-8,273
-1% -$127K 0.04% 429
2020
Q2
$5.96M Buy
773,140
+121,505
+19% +$534K 0.01% 647
2020
Q1
$1.81M Buy
+651,635
New +$2.43M ﹤0.01% 1003
2019
Q4
Sell
-656,108
Closed -$1.02M 2769
2019
Q3
$1.02M Buy
656,108
+274,964
+72% +$841K ﹤0.01% 873
2019
Q2
$964K Buy
381,144
+376,587
+8,264% +$1.51M ﹤0.01% 1557
2019
Q1
$23K Buy
+4,557
New +$32.3K ﹤0.01% 2363

Other funds holding NIO