@noahkaufmanmd Was thinking about this. They are gradually selling their  holdings, which makes some sense relative to their NAV being much higher than market cap. 
NAV=$60/shr ; Mkt Price=$48/shr

Reduce NAV volatility by trimming  &amp; allow Mkt Price to catch up 🤷🏼‍♂️ 

I don’t know. GLTY!