Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11
Closed -$176 7833
2025
Q1
$176 Buy
11
+4
+57% +$18 ﹤0.01% 7187
2024
Q4
$196 Buy
7
+2
+40% +$10 ﹤0.01% 7168
2024
Q3
$305 Hold
5
﹤0.01% 7101
2024
Q2
$65 Hold
5
﹤0.01% 7289
2024
Q1
$170 Hold
5
﹤0.01% 6979
2023
Q4
$1.2K Hold
5
﹤0.01% 6691
2023
Q3
$1.39K Buy
+5
New +$56 ﹤0.01% 6748
2022
Q3
Sell
-4
Closed -$1K 7430
2022
Q2
$1K Hold
4
﹤0.01% 7117
2022
Q1
$1K Hold
4
﹤0.01% 7082
2021
Q4
$3K Buy
4
+2
+100% +$73 ﹤0.01% 6890
2021
Q3
$1K Buy
2
+1
+100% +$41 ﹤0.01% 7048
2021
Q2
$2K Hold
1
﹤0.01% 6726
2021
Q1
$2K Hold
1
﹤0.01% 6503
2020
Q4
$3K Buy
+1
New +$39 ﹤0.01% 5974

Other funds holding NIO