Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$180K Buy
29,769
+15,971
+116% +$80.6K ﹤0.01% 1233
2025
Q4
$70.4K Sell
13,798
-2,012
-13% -$12.4K ﹤0.01% 1658
2025
Q3
$120K Buy
15,810
+8,882
+128% +$47.8K ﹤0.01% 1323
2025
Q2
$23.8K Sell
6,928
-8,754
-56% -$32.6K ﹤0.01% 2115
2025
Q1
$59.7K Buy
15,682
+1,823
+13% +$8.02K ﹤0.01% 1531
2024
Q4
$60.4K Sell
13,859
-1,102
-7% -$5.61K ﹤0.01% 1526
2024
Q3
$99.9K Buy
14,961
+6,458
+76% +$29.7K ﹤0.01% 1259
2024
Q2
$35.4K Sell
8,503
-5,343
-39% -$25.3K ﹤0.01% 1701
2024
Q1
$62.3K Buy
13,846
+5,233
+61% +$31.6K ﹤0.01% 1394
2023
Q4
$78.1K Buy
8,613
+839
+11% +$6.66K ﹤0.01% 1223
2023
Q3
$70.3K Buy
7,774
+4,321
+125% +$48.1K ﹤0.01% 1236
2023
Q2
$33.5K Buy
3,453
+814
+31% +$6.89K ﹤0.01% 1596
2023
Q1
$27.7K Sell
2,639
-1,454
-36% -$14.9K ﹤0.01% 1669
2022
Q4
$39.9K Buy
4,093
+751
+22% +$8.65K ﹤0.01% 1375
2022
Q3
$53K Buy
3,342
+364
+12% +$7.2K ﹤0.01% 1240
2022
Q2
$65K Buy
2,978
+8
+0.3% +$147 ﹤0.01% 1133
2022
Q1
$66K Sell
2,970
-485
-14% -$11.4K ﹤0.01% 1165
2021
Q4
$109K Buy
3,455
+783
+29% +$28.8K ﹤0.01% 981
2021
Q3
$95K Buy
2,672
+641
+32% +$26.3K ﹤0.01% 1007
2021
Q2
$108K Sell
2,031
-506
-20% -$20.3K ﹤0.01% 918
2021
Q1
$99K Buy
2,537
+1,432
+130% +$73K ﹤0.01% 893
2020
Q4
$54K Buy
1,105
+608
+122% +$23.5K ﹤0.01% 1060
2020
Q3
$11K Buy
497
+222
+81% +$3.42K ﹤0.01% 1696
2020
Q2
$2K Hold
275
﹤0.01% 2213
2020
Q1
$0 Hold
275
﹤0.01% 2562
2019
Q4
$1K Hold
275
﹤0.01% 2325
2019
Q3
$0 Hold
275
﹤0.01% 2464
2019
Q2
$1K Sell
275
-100
-27% -$401 ﹤0.01% 2214
2019
Q1
$2K Buy
375
+100
+36% +$709 ﹤0.01% 2090
2018
Q4
$1K Buy
+275
New +$1.91K ﹤0.01% 2027

Other funds holding NIO