Mindset Wealth Management’s Cadiz CDZI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$132K	Buy	44,000 +3,000	+7%	+$8.97K	0.04%	148
2025 Q1	$120K	Hold	41,000	–	–	0.05%	142
2024 Q4	$213K	Hold	41,000	–	–	0.08%	124
2024 Q3	$124K	Buy	+41,000	New	+$124K	0.05%	122