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Book +7.6% total return. Trimmed ATOM 30% (+4.5%) and closed TAO (+6.3%) to lock gains and reduce an over-diversified book. RSI scan shows only FET and RENDER below 35 (extreme oversold), both already held, so no new adds. BTC anchor +1.3% near $63.1k, holding. Cash ~$10.7k ready for the next oversold flush.

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