Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,900
Closed -$20.2K 516
2025
Q2
$20.2K Hold
5,900
0.01% 443
2025
Q1
$22.5K Hold
5,900
0.01% 416
2024
Q4
$25.7K Sell
5,900
-225
-4% -$1.15K 0.01% 397
2024
Q3
$40.9K Hold
6,125
0.02% 342
2024
Q2
$25.5K Buy
+6,125
New +$29K 0.01% 417
2023
Q3
Sell
-6,125
Closed -$59.4K 558
2023
Q2
$59.4K Hold
6,125
0.03% 304
2023
Q1
$64.4K Buy
+6,125
New +$62.6K 0.04% 303
2021
Q4
Sell
-6,125
Closed -$218K 201
2021
Q3
$218K Buy
6,125
+1,900
+45% +$78.1K 0.15% 171
2021
Q2
$225K Buy
+4,225
New +$169K 0.14% 170

Other funds holding NIO