Gladstone Institutional Advisory’s NIO NIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$67.5K	Hold	11,193	–	–	﹤0.01%	822
2025 Q4	$57.1K	Sell	11,193 -2,038	-15%	-$12.6K	﹤0.01%	781
2025 Q3	$101K	Buy	13,231 +1,500	+13%	+$8.08K	﹤0.01%	773
2025 Q2	$40.2K	Buy	11,731 +300	+3%	+$1.12K	﹤0.01%	750
2025 Q1	$43.6K	Hold	11,431	–	–	﹤0.01%	709
2024 Q4	$49.8K	Sell	11,431 -1,641	-13%	-$8.35K	﹤0.01%	694
2024 Q3	$87.3K	Buy	13,072 +14	+0.1%	+$64	﹤0.01%	669
2024 Q2	$54.3K	Sell	13,058 -160	-1%	-$757	﹤0.01%	650
2024 Q1	$59.5K	Sell	13,218 -400	-3%	-$2.41K	﹤0.01%	628
2023 Q4	$124K	Sell	13,618 -1,465	-10%	-$11.6K	0.01%	644
2023 Q3	$136K	Sell	15,083 -1,661	-10%	-$18.5K	0.01%	589
2023 Q2	$162K	Sell	16,744 -1,615	-9%	-$13.7K	0.01%	602
2023 Q1	$193K	Sell	18,359 -685	-4%	-$7K	0.01%	615
2022 Q4	$186K	Buy	19,044 +398	+2%	+$4.59K	0.01%	607
2022 Q3	$294K	Buy	18,646 +586	+3%	+$11.6K	0.02%	499
2022 Q2	$392K	Buy	18,060 +1,875	+12%	+$34.4K	0.03%	459
2022 Q1	$341K	Buy	16,185 +809	+5%	+$19.1K	0.02%	520
2021 Q4	$487K	Sell	15,376 -1,457	-9%	-$53.5K	0.04%	386
2021 Q3	$600K	Buy	16,833 +553	+3%	+$22.7K	0.06%	290
2021 Q2	$866K	Buy	16,280 +2,507	+18%	+$100K	0.1%	209
2021 Q1	$537K	Sell	13,773 -13,349	-49%	-$680K	0.08%	227
2020 Q4	$1.32M	Buy	27,122 +40	+0.1%	+$1.55K	0.26%	84
2020 Q3	$575K	Buy	27,082 +17,082	+171%	+$263K	0.14%	134
2020 Q2	$77K	Sell	10,000 -15	-0.1%	-$66	0.02%	233
2020 Q1	$28K	Buy	+10,015	New	+$37.3K	0.01%	263