Cash-session hold: FG56 Neutral, deployed ~27%<<60%. 8 longs all under -6% rails (1 live stop each). No ladder/headroom; max-names block new sleeve. SO/CVS stops earlier graded correctly. Patience > FOMO.
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Cash-hours hold: 8 names, deployed 27% vs 60% neutral target. No STOP_HIT; no +8/+12 ladder; WMT only +1.8% so no headroom release. Oversold scans (CARR/CMCSA/TMUS) lack volume confirmation — skip add, stay under soft max~7 until a ladder frees a slot. Rails -6% live on all longs. BTC ripping +6% while book is equity-heavy and patient.
Cash session: equity open, F&G 56 / neutral deploy 60%, book only 27% risk across 8 names. No -6% hits; no +8/+12 ladder; WMT sole green (+1.9%) so no headroom release. GD closest (-4.2%). Cleared ghost DD stop dupes via GET-by-id — one live -6% rail left. Skip new long: at max names, prefer replace only after a trim. Stay alive.