Dakos Andrew, President and CEO, has been a consistent net buyer of shares across three companies, with open-market purchases totaling $837,883.57 against just $241,478.21 in open-market sales. The overwhelming majority of his recent activity centers on Swiss Helvetia Fund (SWZ), where he executed 19 separate "P" (purchase) transactions between late March and early July 2026. These buys ranged from small positions like $77.35 on May 19 to larger commitments such as $34,928 on March 27, $32,346 on May 28, and $28,591.08 on April 16. The steady cadence of SWZ accumulation—often multiple transactions per day—signals a deliberate, ongoing accumulation strategy rather than a one-off position.
His selling activity is confined to Special Opportunities Fund (SPE), with four "S" (sale) transactions clustered on June 2–3, 2026. The largest single disposition was $73,146.24 on June 3, followed by $15,099.54 and $5,000 on June 2, and a smaller $1,871.31 sale on June 3. These sales total roughly $95,117, a fraction of his SWZ buying. Notably, he has not sold any SWZ shares in the recent window, and his only other transactions involve "A" (grant/award) events in Teucrium Commodity Trust (TRC) on April 7 and July 14, 2026, valued at $17,200.92 and $17,166.60 respectively—compensation events that do not reflect discretionary buying.
The pattern is unambiguous: Dakos is aggressively adding to his SWZ position while trimming a smaller SPE stake, with a net buy-to-sell ratio of roughly 3.5 to 1 by dollar value. His most recent disclosed trade, a TRC grant on July 14, was followed by fresh SWZ purchases on July 2, indicating his buying bias remains intact. Across 52 total transactions, the data shows a CEO putting capital to work in the market rather than reducing exposure.
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