Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$679K Sell
112,587
-90,148
-44% -$455K ﹤0.01% 3973
2025
Q4
$1.03M Buy
202,735
+49,477
+32% +$305K ﹤0.01% 3947
2025
Q3
$1.17M Sell
153,258
-113,217
-42% -$610K ﹤0.01% 3708
2025
Q2
$914K Buy
266,475
+126,459
+90% +$471K ﹤0.01% 3748
2025
Q1
$533K Sell
140,016
-78,266
-36% -$344K ﹤0.01% 4046
2024
Q4
$952K Sell
218,282
-6,125
-3% -$31.2K ﹤0.01% 3744
2024
Q3
$1.5M Sell
224,407
-72,885
-25% -$335K ﹤0.01% 3265
2024
Q2
$1.24M Sell
297,292
-35,401
-11% -$167K ﹤0.01% 3359
2024
Q1
$1.5M Sell
332,693
-10,516
-3% -$63.4K ﹤0.01% 3187
2023
Q4
$3.11M Sell
343,209
-21,933
-6% -$174K ﹤0.01% 2558
2023
Q3
$3.3M Buy
365,142
+29,671
+9% +$330K ﹤0.01% 2415
2023
Q2
$3.25M Buy
335,471
+92,877
+38% +$786K ﹤0.01% 2503
2023
Q1
$2.55M Buy
242,594
+50,807
+26% +$519K ﹤0.01% 2674
2022
Q4
$1.87M Buy
191,787
+24,972
+15% +$288K ﹤0.01% 2830
2022
Q3
$2.63M Buy
166,815
+25,776
+18% +$510K ﹤0.01% 2502
2022
Q2
$3.06M Sell
141,039
-61,380
-30% -$1.13M ﹤0.01% 2461
2022
Q1
$4.26M Sell
202,419
-104,506
-34% -$2.46M ﹤0.01% 2590
2021
Q4
$9.72M Sell
306,925
-408,477
-57% -$15M ﹤0.01% 1893
2021
Q3
$25.5M Sell
715,402
-134,199
-16% -$5.51M 0.01% 1474
2021
Q2
$45.2M Buy
849,601
+70,670
+9% +$2.83M 0.01% 1135
2021
Q1
$30.4M Sell
778,931
-12,010
-2% -$612K 0.01% 1348
2020
Q4
$38.5M Buy
790,941
+463,445
+142% +$17.9M 0.01% 1131
2020
Q3
$6.95M Buy
327,496
+190,621
+139% +$2.93M ﹤0.01% 2200
2020
Q2
$1.06M Buy
136,875
+14,882
+12% +$65.4K ﹤0.01% 3769
2020
Q1
$339K Buy
121,993
+33,380
+38% +$124K ﹤0.01% 4331
2019
Q4
$357K Sell
88,613
-23,740
-21% -$47.7K ﹤0.01% 4609
2019
Q3
$176K Sell
112,353
-119,855
-52% -$367K ﹤0.01% 5041
2019
Q2
$593K Buy
232,208
+26,270
+13% +$105K ﹤0.01% 4265
2019
Q1
$1.05M Buy
205,938
+156,238
+314% +$1.11M ﹤0.01% 3840
2018
Q4
$317K Buy
49,700
+18,250
+58% +$127K ﹤0.01% 4634
2018
Q3
$219K Buy
+31,450
New +$259K ﹤0.01% 4960

Other funds holding NIO