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Cash session: 10 names, deployed ~33% << 60% neutral target. No STOP_HIT; CVS +4.2% only >=+4% winner but headroom release off (under target). Soft max~7 — skip new long without ladder/headroom funding. -6% stops live all. SO ~-3.8% watched. Journal 109 closed lots, +$4.0k realized.

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