Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$901K Buy
149,453
+135,349
+960% +$683K 0.01% 1103
2025
Q4
$71.9K Sell
14,104
-115,078
-89% -$710K ﹤0.01% 1953
2025
Q3
$984K Buy
129,182
+112,504
+675% +$606K 0.01% 1167
2025
Q2
$57.2K Sell
16,678
-111,152
-87% -$414K ﹤0.01% 2040
2025
Q1
$487K Buy
127,830
+31,124
+32% +$137K 0.01% 1467
2024
Q4
$422K Buy
96,706
+71,448
+283% +$364K 0.01% 1533
2024
Q3
$169K Buy
25,258
+5,083
+25% +$23.4K ﹤0.01% 1835
2024
Q2
$83.9K Sell
20,175
-119,524
-86% -$565K ﹤0.01% 1766
2024
Q1
$629K Buy
+139,699
New +$842K 0.02% 1076
2023
Q4
Sell
-64,242
Closed -$581K 2151
2023
Q3
$581K Buy
+64,242
New +$715K 0.02% 987
2023
Q1
Sell
-186,527
Closed -$1.82M 1888
2022
Q4
$1.82M Buy
+186,527
New +$2.15M 0.11% 220
2022
Q3
Sell
-18,472
Closed -$401K 1925
2022
Q2
$401K Buy
+18,472
New +$339K 0.01% 1232
2022
Q1
Sell
-8,340
Closed -$264K 2165
2021
Q4
$264K Sell
8,340
-4,550
-35% -$167K 0.01% 1485
2021
Q3
$459K Buy
12,890
+3,840
+42% +$158K 0.03% 931
2021
Q2
$481K Buy
9,050
+2,940
+48% +$118K 0.03% 852
2021
Q1
$238K Sell
6,110
-6,290
-51% -$321K 0.01% 1485
2020
Q4
$604K Sell
12,400
-66,649
-84% -$2.58M 0.03% 869
2020
Q3
$1.68M Sell
79,049
-14,150
-15% -$218K 0.08% 365
2020
Q2
$719K Sell
93,199
-73,600
-44% -$323K 0.04% 758
2020
Q1
$464K Buy
166,799
+57,299
+52% +$213K 0.03% 808
2019
Q4
$440K Buy
109,500
+29,114
+36% +$58.5K 0.02% 1055
2019
Q3
$125K Buy
+80,386
New +$246K 0.01% 1281
2019
Q2
Sell
-405,300
Closed -$2.07M 1308
2019
Q1
$2.07M Buy
+405,300
New +$2.87M 0.13% 247

Other funds holding NIO