Something seems to have changed...

Their buys used to have an "organic" feel, somehow inversely related to the BTC price.  But then suddenly, after months of stagnation, we had two false starts, then three buys of 6000-7000 BTC on three successive weeks.  This 2000 BTC buy, if confirmed, breaks this new pattern to some extent, but still goes against the general price trend.

Could this apparent change be related to that still-mysterious SEC letter -- allegedly prohibiting withdrawals (liquidation) of shares, but not deposits (investments)?