Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.01M Sell
166,971
-178,005
-52% -$899K 0.91% 224
2025
Q4
$1.76M Buy
344,976
+88,067
+34% +$543K 2.12% 217
2025
Q3
$1.96M Buy
256,909
+88,309
+52% +$476K 2% 208
2025
Q2
$578K Sell
168,600
-986,449
-85% -$3.68M 0.66% 242
2025
Q1
$4.4M Buy
1,155,049
+1,118,746
+3,082% +$4.92M 5.02% 158
2024
Q4
$158K Sell
36,303
-275,064
-88% -$1.4M 0.09% 281
2024
Q3
$2.08M Buy
311,367
+131,693
+73% +$605K 1.92% 193
2024
Q2
$747K Sell
179,674
-597,490
-77% -$2.83M 0.55% 251
2024
Q1
$3.5M Buy
777,164
+552,286
+246% +$3.33M 2.54% 170
2023
Q4
$2.04M Sell
224,878
-361,095
-62% -$2.87M 1.51% 196
2023
Q3
$5.3M Buy
585,973
+572,525
+4,257% +$6.37M 4.6% 142
2023
Q2
$130K Buy
+13,448
New +$114K 0.1% 263
2023
Q1
Sell
-49,205
Closed -$503K 306
2022
Q4
$480K Buy
+49,205
New +$567K 1.27% 200
2022
Q3
Sell
-15,214
Closed -$301K 274
2022
Q2
$330K Buy
+15,214
New +$279K 0.39% 200
2022
Q1
Hold
0
251
2021
Q4
Sell
-272,122
Closed -$10M 240
2021
Q3
$9.56M Buy
272,122
+180,585
+197% +$7.42M 7.46% 91
2021
Q2
$4.87M Buy
91,537
+12,285
+16% +$492K 4.92% 112
2021
Q1
$3.09M Buy
79,252
+42,401
+115% +$2.16M 4.01% 127
2020
Q4
$1.8M Sell
36,851
-33,296
-47% -$1.29M 2.66% 142
2020
Q3
$1.94M Buy
+70,147
New +$1.08M 2.03% 134
2020
Q2
Sell
-323,317
Closed -$1.42M 275
2020
Q1
$899K Buy
+323,317
New +$1.2M 2.24% 173
2019
Q4
Sell
-77,107
Closed -$155K 222
2019
Q3
$120K Sell
77,107
-72,782
-49% -$223K 0.17% 198
2019
Q2
$382K Buy
149,889
+71,118
+90% +$286K 0.51% 185
2019
Q1
$402K Buy
+78,771
New +$558K 0.96% 157

Other funds holding NIO