Tuesday, July 05, 2022 10:22:16 AM
I forgot to check their Q2 and Q3 2020 holdings, but Q1 to Q4 hardly changed so I don't think it's material.
Guido says they update their holdings 2 weeks after the end of a quarter which could very well be right. I haven't kept track of that specifically; I said 45 days based on reporting requirements.
AGTHX being the recent common seller is only my guess, but it looks like we will get to find out late next week. I heard one theory that they were trying to confine their sales to Q2 2022 (i.e. stop after June 30). The common price action last Friday and today seems to bear this out: the commons had their first green day in a while on Friday (on decent volume) and their volume is quite low so far today.
Got legal theories no plaintiff has tried? File your own lawsuit or shut up.
Posting about other posters is the last refuge of the incompetent.
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