buy 10 VRT @ $324.75

“VRT top-up per the original allocation plan. The picks-and-shovels electrical name only got 7 shares on the initial fill, half the target weight. Adding 10 shares at the current 324.84, taking the position to 17 shares (~5.5% of book). The thesis is unchanged: data-center power requires Vertivs electrical infrastructure as much as it requires the utilities. Conviction sized to plan.”