Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$177K Sell
29,347
-1,508
-5% -$7.61K ﹤0.01% 1795
2025
Q4
$230K Buy
30,855
+1,890
+7% +$11.7K ﹤0.01% 1699
2025
Q3
$221K Buy
28,965
+238
+0.8% +$1.28K ﹤0.01% 1639
2025
Q2
$98.5K Sell
28,727
-917
-3% -$3.42K ﹤0.01% 1592
2025
Q1
$113K Buy
29,644
+236
+0.8% +$1.04K ﹤0.01% 1437
2024
Q4
$128K Sell
29,408
-6,185
-17% -$31.5K ﹤0.01% 1428
2024
Q3
$238K Buy
35,593
+10,080
+40% +$46.3K ﹤0.01% 1258
2024
Q2
$106K Buy
25,513
+292
+1% +$1.38K ﹤0.01% 1338
2024
Q1
$113K Sell
25,221
-75
-0.3% -$452 ﹤0.01% 1314
2023
Q4
$229K Sell
25,296
-3,341
-12% -$26.5K ﹤0.01% 1152
2023
Q3
$259K Buy
28,637
+3,332
+13% +$37.1K ﹤0.01% 980
2023
Q2
$245K Buy
25,305
+3,712
+17% +$31.4K ﹤0.01% 1032
2023
Q1
$227K Buy
21,593
+460
+2% +$4.7K ﹤0.01% 963
2022
Q4
$206K Sell
21,133
-2,921
-12% -$33.7K ﹤0.01% 896
2022
Q3
$379K Sell
24,054
-1,730
-7% -$34.2K 0.01% 643
2022
Q2
$560K Sell
25,784
-404
-2% -$7.41K 0.01% 504
2022
Q1
$551K Sell
26,188
-311
-1% -$7.33K 0.01% 577
2021
Q4
$839K Buy
26,499
+18,790
+244% +$690K 0.02% 458
2021
Q3
$274K Sell
7,709
-423
-5% -$17.4K 0.01% 771
2021
Q2
$433K Buy
+8,132
New +$326K 0.01% 591

Other funds holding NIO