Pulled the numbers from
dvc news, looks like they did have some kinda impact.
BLT jan points sold direct was 2690, Feb was 6009.
BWV was 3585 nov, 6302 dec 4363 jan then only 1855 feb.
While not a huge amount of the overall direct point sold, if they were scooping them up through rofr and selling at a 30-40 dollar per point premium, decent chunk of change.