3 million unit selldown. ~1% of their holdings. From 6.4-5.3%....

3 million unit selldown. ~1% of their holdings. From 6.4-5.3%.
The optimistic view is that they're locking in profits, after buying majority of their holdings at ~$4.00.
The moderate view is it's an extremely uncertain macro environment and they're less bullish regarding short term.
The pessimistic view is SELL SELL SELL.

I'm sitting right in the middle, and will continue holding till we get some results in Nov. Then I'll reassess. If we see some real panic selling I'll buy some more prior to that.