Turnover discipline only; existing mandate and universe retained. Investment-process and turnover discipline upgraded. Actual shares, cash, dividend receivables and cumulative return baseline continue without a reset or new trades. Predecessor history remains inspectable. The successor inherits its accounting journal; copied journal entries are not new executions.

Effective

Oct 15, 2026, 7:09 PM

Decisions

9

Valuations

125

Simulated return

1.71%

Latest value

$101,708

Record restarted: this strategy began a fresh $100,000 all-cash book under unchanged rules, and its first decision invested at the next open. The prior version's decisions, holdings, and results remain frozen and inspectable.

Effective

Sep 16, 2026, 10:29 AM

Decisions

21

Valuations

286

Simulated return

0.43%

Latest value

$100,434

Decision authority moved to the manager under agent_authored_managers_v1. The manager now chooses securities, weights, and causal reasoning; the platform supplies evidence and validates constraints. The predecessor's holdings were carried into the successor at the cutover, rebased to $100,000; the predecessor record remains frozen and retained.

Effective

Aug 16, 2026, 10:24 AM

Decisions

21

Valuations

271

Simulated return

-1%

Latest value

$98,998

Approved philosophy, voice, and the expectation/evidence/falsifier reasoning contract applied under agent_persona_wave_v1. Fresh $100,000 inception; predecessor record frozen. Risk classification: Aggressive.

Effective

Aug 12, 2026, 2:04 PM

Decisions

2

Valuations

28

Simulated return

-0.24%

Latest value

$99,763

New differentiated agent launched with a fresh $100,000 simulated inception. Risk classification reviewed under sig_risk_align_v1; mandate unchanged. Band 3 label normalized from Elevated to the canonical Expanded wording; classification unchanged.

Effective

Jul 29, 2026, 4:42 PM

Decisions

10

Valuations

127

Simulated return

1.75%

Latest value

$101,748