Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$122K Sell
20,211
-46
-0.2% -$232 ﹤0.01% 2702
2025
Q4
$103K Sell
20,257
-16,287
-45% -$100K ﹤0.01% 2675
2025
Q3
$278K Sell
36,544
-1,529
-4% -$8.24K ﹤0.01% 2365
2025
Q2
$131K Sell
38,073
-1,912
-5% -$7.13K ﹤0.01% 2475
2025
Q1
$152K Buy
39,985
+9,813
+33% +$43.2K ﹤0.01% 2404
2024
Q4
$132K Buy
30,172
+124
+0.4% +$631 ﹤0.01% 2438
2024
Q3
$201K Buy
30,048
+4,795
+19% +$22K ﹤0.01% 2347
2024
Q2
$105K Buy
25,253
+6,150
+32% +$29.1K ﹤0.01% 2583
2024
Q1
$86K Sell
19,103
-1,784
-9% -$10.8K ﹤0.01% 2557
2023
Q4
$189K Sell
20,887
-5,848
-22% -$46.4K ﹤0.01% 2512
2023
Q3
$242K Buy
26,735
+1,507
+6% +$16.8K ﹤0.01% 2368
2023
Q2
$244K Buy
25,228
+466
+2% +$3.94K ﹤0.01% 2357
2023
Q1
$260K Buy
24,762
+2,774
+13% +$28.4K ﹤0.01% 2297
2022
Q4
$214K Sell
21,988
-3,517
-14% -$40.5K ﹤0.01% 2394
2022
Q3
$403K Sell
25,505
-870
-3% -$17.2K ﹤0.01% 1932
2022
Q2
$573K Sell
26,375
-1,249
-5% -$22.9K ﹤0.01% 1828
2022
Q1
$581K Sell
27,624
-12,269
-31% -$289K ﹤0.01% 1918
2021
Q4
$1.26M Sell
39,893
-4,454
-10% -$164K ﹤0.01% 1517
2021
Q3
$1.58M Sell
44,347
-200
-0.4% -$8.22K ﹤0.01% 1387
2021
Q2
$2.37M Sell
44,547
-1,506
-3% -$60.3K ﹤0.01% 1199
2021
Q1
$1.79M Buy
46,053
+6,211
+16% +$317K ﹤0.01% 1287
2020
Q4
$1.94M Buy
39,842
+22,380
+128% +$866K ﹤0.01% 1179
2020
Q3
$371K Buy
+17,462
New +$269K ﹤0.01% 1890

Other funds holding NIO