Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$101K Sell
16,813
-117,019
-87% -$591K ﹤0.01% 2173
2025
Q4
$683K Buy
133,832
+113,937
+573% +$703K 0.02% 656
2025
Q3
$152K Buy
19,895
+13,806
+227% +$74.4K ﹤0.01% 1691
2025
Q2
$20.9K Buy
+6,089
New +$22.7K ﹤0.01% 3654
2025
Q1
Sell
-125,400
Closed -$547K 5596
2024
Q4
$547K Buy
125,400
+66,321
+112% +$337K 0.01% 998
2024
Q3
$395K Buy
59,079
+48,446
+456% +$223K 0.01% 1033
2024
Q2
$44.2K Sell
10,633
-49,075
-82% -$232K ﹤0.01% 3195
2024
Q1
$269K Buy
59,708
+55,263
+1,243% +$333K 0.01% 1227
2023
Q4
$40.3K Sell
4,445
-6,893
-61% -$54.7K ﹤0.01% 3271
2023
Q3
$102K Sell
11,338
-31,466
-74% -$350K ﹤0.01% 1956
2023
Q2
$415K Buy
42,804
+33,798
+375% +$286K 0.01% 1099
2023
Q1
$95K Buy
9,006
+8,983
+39,057% +$91.8K ﹤0.01% 1921
2022
Q4
$0 Sell
23
-11,960
-100% -$138K ﹤0.01% 6203
2022
Q3
$189K Sell
11,983
-3,670
-23% -$72.6K ﹤0.01% 1990
2022
Q2
$340K Sell
15,653
-23,899
-60% -$439K 0.01% 1389
2022
Q1
$832K Buy
39,552
+2,179
+6% +$51.3K 0.01% 867
2021
Q4
$1.18M Buy
37,373
+36,410
+3,781% +$1.34M 0.02% 617
2021
Q3
$34K Sell
963
-75,781
-99% -$3.11M ﹤0.01% 3266
2021
Q2
$4.08M Buy
76,744
+76,608
+56,329% +$3.07M 0.11% 130
2021
Q1
$5K Sell
136
-10,064
-99% -$513K ﹤0.01% 4678
2020
Q4
$497K Buy
10,200
+8,745
+601% +$338K 0.02% 1000
2020
Q3
$31K Buy
1,455
+81
+6% +$1.25K ﹤0.01% 3716
2020
Q2
$11K Buy
+1,374
New +$6.04K ﹤0.01% 3971

Other funds holding NIO