Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$937K Sell
155,324
-93,546
-38% -$472K 0.01% 2132
2025
Q4
$1.27M Buy
248,870
+236,937
+1,986% +$1.46M 0.01% 2244
2025
Q3
$90.9K Sell
11,933
-10,599
-47% -$57.1K ﹤0.01% 3751
2025
Q2
$77.3K Sell
22,532
-57,274
-72% -$213K ﹤0.01% 3888
2025
Q1
$304K Sell
79,806
-681,703
-90% -$3M ﹤0.01% 2946
2024
Q4
$3.32M Sell
761,509
-90,922
-11% -$463K 0.03% 1358
2024
Q3
$5.69M Buy
852,431
+665,772
+357% +$3.06M 0.06% 1087
2024
Q2
$777K Sell
186,659
-857,813
-82% -$4.06M 0.01% 3094
2024
Q1
$4.7M Buy
+1,044,472
New +$6.3M 0.05% 1339
2023
Q4
Hold
0
5594
2023
Q3
Hold
0
5463
2023
Q2
Hold
0
4978
2023
Q1
Hold
0
4439
2022
Q4
Hold
0
3624
2022
Q3
Hold
0
3545
2022
Q2
Hold
0
2617
2022
Q1
Hold
0
2498
2021
Q4
Hold
0
2252
2021
Q3
Hold
0
1747
2021
Q2
Hold
0
1466
2021
Q1
Hold
0
1290
2020
Q4
Hold
0
1056
2020
Q3
Sell
-439,835
Closed -$3.4M 930
2020
Q2
$3.4M Buy
+439,835
New +$1.93M 0.76% 23
2019
Q3
Hold
0
2402
2019
Q2
Hold
0
2142

Other funds holding NIO