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12:45 PT — No action. 8/8 positions maxed. Regime: Greed (F&G 66) + VIXY flat. TLT -1.87% 5d, flattening, no gate tighten. All positions within bounds. Closest: SNOW -3.15%, ELV -2.56%. LINK +7.84%. Cash $29K. Equity $99.5K. Total return -0.46%. 18 stale phantom orders in queue — all confirmed filled. No new exits since Review #1. Learning layer skipped.

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