Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$174K Buy
28,880
+12,019
+71% +$60.7K ﹤0.01% 1409
2025
Q4
$86K Buy
16,861
+409
+2% +$2.52K ﹤0.01% 1409
2025
Q3
$125K Sell
16,452
-118,191
-88% -$637K ﹤0.01% 1368
2025
Q2
$462K Buy
134,643
+114,913
+582% +$428K ﹤0.01% 1072
2025
Q1
$75.2K Buy
19,730
+3,649
+23% +$16.1K ﹤0.01% 1317
2024
Q4
$70K Sell
16,081
-2,080
-11% -$10.6K ﹤0.01% 1329
2024
Q3
$121K Sell
18,161
-3,600
-17% -$16.5K ﹤0.01% 1253
2024
Q2
$91K Sell
21,761
-5,742
-21% -$27.2K ﹤0.01% 1222
2024
Q1
$124K Sell
27,503
-6,164
-18% -$37.2K ﹤0.01% 1243
2023
Q4
$305K Buy
33,667
+830
+3% +$6.59K ﹤0.01% 1062
2023
Q3
$297K Buy
32,837
+1,267
+4% +$14.1K ﹤0.01% 1034
2023
Q2
$306K Sell
31,570
-2,537
-7% -$21.5K ﹤0.01% 1037
2023
Q1
$358K Buy
34,107
+70
+0.2% +$716 ﹤0.01% 1005
2022
Q4
$332K Sell
34,037
-8,505
-20% -$98K ﹤0.01% 1030
2022
Q3
$671K Sell
42,542
-14,855
-26% -$294K ﹤0.01% 816
2022
Q2
$1.25M Buy
57,397
+18,689
+48% +$343K 0.01% 665
2022
Q1
$815K Buy
38,708
+7,396
+24% +$174K ﹤0.01% 787
2021
Q4
$992K Sell
31,312
-10,093
-24% -$371K ﹤0.01% 784
2021
Q3
$1.48M Sell
41,405
-12,729
-24% -$523K 0.01% 685
2021
Q2
$2.88M Buy
54,134
+14,188
+36% +$568K 0.01% 491
2021
Q1
$1.56M Buy
39,946
+4,423
+12% +$225K ﹤0.01% 654
2020
Q4
$1.73M Buy
35,523
+7,607
+27% +$294K 0.01% 600
2020
Q3
$592K Buy
27,916
+2,939
+12% +$45.3K ﹤0.01% 787
2020
Q2
$193K Sell
24,977
-14,008
-36% -$61.6K ﹤0.01% 1013
2020
Q1
$108K Sell
38,985
-14,422
-27% -$53.7K ﹤0.01% 930
2019
Q4
$215K Buy
+53,407
New +$107K ﹤0.01% 1051

Other funds holding NIO