Longfellow Investment Management’s Graf Industrial Corp. Units, each consisting of One share of Common Stock and One redeemable Warrant GRAF.U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-30,000	Closed	-$320K	–	139
2019 Q4	$320K	Hold	30,000	–	–	0.12%	69
2019 Q3	$309K	Sell	30,000 -25,000	-45%	-$258K	0.14%	66
2019 Q2	$566K	Sell	55,000 -156,300	-74%	-$1.61M	0.48%	47
2019 Q1	$2.14M	Sell	211,300 -286,900	-58%	-$2.9M	1.28%	31
2018 Q4	$4.99M	Buy	+498,200	New	+$4.99M	1.96%	18