Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-40,000
Closed -$376K 784
2023
Q2
$376K Hold
40,000
0.01% 446
2023
Q1
$418K Hold
40,000
0.01% 439
2022
Q4
$400K Hold
40,000
0.01% 444
2022
Q3
$623K Hold
40,000
0.01% 393
2022
Q2
$874K Sell
40,000
-78,820
-66% -$1.45M 0.02% 375
2022
Q1
$2.63M Buy
118,820
+17,500
+17% +$412K 0.05% 267
2021
Q4
$2.86M Sell
101,320
-3,530
-3% -$130K 0.05% 264
2021
Q3
$3.68M Hold
104,850
0.07% 233
2021
Q2
$5.28M Sell
104,850
-25,150
-19% -$1.01M 0.11% 199
2021
Q1
$4.88M Buy
130,000
+90,000
+225% +$4.59M 0.12% 181
2020
Q4
$1.85M Buy
+40,000
New +$1.55M 0.05% 279

Other funds holding NIO