Yaupon Capital Management’s OPAL Fuels OPAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Buy	780,692 +13,458	+2%	+$30.9K	0.06%	87
2025 Q4	$1.81M	Buy	767,234 +25,459	+3%	+$61.4K	0.07%	102
2025 Q3	$1.63M	Buy	741,775 +30,267	+4%	+$71.4K	0.06%	106
2025 Q2	$1.72M	Hold	711,508	–	–	0.08%	108
2025 Q1	$1.31M	Buy	711,508 +11,454	+2%	+$31.3K	0.07%	83
2024 Q4	$2.37M	Hold	700,054	–	–	0.1%	107
2024 Q3	$2.56M	Buy	700,054 +101,955	+17%	+$384K	0.14%	86
2024 Q2	$2.45M	Hold	598,099	–	–	0.12%	95
2024 Q1	$3M	Hold	598,099	–	–	0.15%	92
2023 Q4	$3.3M	Sell	598,099 -60,791	-9%	-$375K	0.27%	79
2023 Q3	$5.4M	Sell	658,890 -22,032	-3%	-$162K	0.5%	70
2023 Q2	$5.08M	Buy	680,922 +240,278	+55%	+$1.67M	0.65%	54
2023 Q1	$3.07M	Buy	440,644 +394,526	+855%	+$2.89M	0.37%	65
2022 Q4	$336K	Buy	+46,118	New	+$372K	0.05%	77