Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$125K Sell
24,704
-1,175
-5% -$6.85K ﹤0.01% 617
2026
Q1
$156K Buy
25,879
+35
+0.1% +$177 ﹤0.01% 545
2025
Q4
$132K Sell
25,844
-120
-0.5% -$740 ﹤0.01% 511
2025
Q3
$198K Buy
25,964
+155
+0.6% +$835 0.01% 541
2025
Q2
$88.5K Sell
25,809
-48,853
-65% -$182K ﹤0.01% 522
2025
Q1
$284K Buy
74,662
+86
+0.1% +$379 0.01% 424
2024
Q4
$325K Sell
74,576
-29
-0% -$148 0.01% 401
2024
Q3
$498K Buy
74,605
+750
+1% +$3.45K 0.02% 317
2024
Q2
$307K Sell
73,855
-6,184
-8% -$29.3K 0.01% 378
2024
Q1
$360K Buy
80,039
+935
+1% +$5.64K 0.02% 340
2023
Q4
$717K Buy
79,104
+20,000
+34% +$159K 0.04% 245
2023
Q3
$534K Hold
59,104
0.03% 249
2023
Q2
$573K Sell
59,104
-100
-0.2% -$846 0.03% 232
2023
Q1
$622K Buy
59,204
+3,022
+5% +$30.9K 0.04% 212
2022
Q4
$548K Buy
56,182
+389
+0.7% +$4.48K 0.04% 232
2022
Q3
$880K Hold
55,793
0.07% 180
2022
Q2
$1.21M Sell
55,793
-1,400
-2% -$25.7K 0.09% 153
2022
Q1
$1.2M Sell
57,193
-6,383
-10% -$150K 0.07% 164
2021
Q4
$2.01M Buy
63,576
+35,617
+127% +$1.31M 0.12% 120
2021
Q3
$996K Sell
27,959
-36,461
-57% -$1.5M 0.07% 166
2021
Q2
$3.43M Buy
64,420
+1,690
+3% +$67.7K 0.25% 85
2021
Q1
$2.44M Buy
62,730
+16,233
+35% +$827K 0.2% 94
2020
Q4
$2.27M Buy
46,497
+31,249
+205% +$1.21M 0.21% 92
2020
Q3
$324K Buy
+15,248
New +$235K 0.04% 209

Other funds holding NIO