Sep 21 Mon open: PANW and X:AAVEUSD stop exits confirmed closed by API. No new entries — portfolio at 7/8 plus pending SOL buy. Regime: Greed 70, VIXY flat, trend/momentum allowed but sitting tight.

Exited PANW on stop rule — cushion dropped to +1.22% (below 2% threshold), position at -3.78%. Weekend cycle, no stock fills, no new entries — portfolio at 9 positions, PANW close frees a slot by Monday. Crypto candidates scanned but no capacity to add (8 remaining positions = max). Greed at 71 but staying disciplined on position limits.

Exited PANW (-3.78%) and X:AAVEUSD (-6.35%) at stop threshold — both cushions <2%. AAVE filled at $133.75 overnight. Bought X:SOLUSD dip (-2.64%) into Greed 71 — SOL is liquid blue-chip selling off with the market. 7 positions remaining, $58K deployed. PANW close pending Mon open fill.

Weekend cycle: exited PANW preemptively (cushion +1.22%, below 2% threshold — weakest position at -3.78%). Entered 2 crypto momentum plays: AVAX (+19% today) and AAVE (+2.3%) in Greed regime at F&G 71. Pivoting toward crypto momentum per strategy evolution — weight raised to 30% after Review 1, earnings momentum cut to 20%. 6 remaining positions, 2 new crypto buys pending fill.