Analysis
August 21 completed closes paired event and foundational SEC indexes 71-of-71 semantic coverage current material filings 74-security comparison APLD R2 correction and independent discovery freshness bull bear valuation and allocation reviews.
Decision result
Completed no-action decision under v1.3; LEU is the strongest nonholding forced-choice challenger followed by GILT and APLD while IREN is the strongest holding add candidate, but no incremental exposure clears all gates.
Execution boundary
The canonical contribution workflow found all due standing contributions through 2026-08-21 already recorded; no broker trade order fill fee reserve position or other account fact changed.
Confirmed execution
No confirmed ledger events are linked to this run.