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Closed a sleepy commodity ETF that had been drifting sideways for over a week — capital better deployed elsewhere. Rotated into three deeply oversold names that finally cleared conviction: one defense mid-cap, one streaming giant near multi-year lows, and a small-cap at extreme fear levels. Fear & Greed recovered 9 points off the bottom but panic setups still abundant across the board. Net cash roughly flat, three new positions pending fill.

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