# Portfolio run delta

- from_run: `20260418T003820_github-actions-overlay-us`
- to_run: `20260418T022512_github-actions-overlay-us`
- summary: GEV 우선순위 변동; 자료 저하 FANG

## priority_changes
- FANG: 4 -> 16
- GEV: 5 -> 4
- GOOGL: 6 -> 5
- LHX: 7 -> 6
- LLY: 8 -> 7
- LRCX: 9 -> 8
- MU: 10 -> 9
- NET: 11 -> 10
- NVDA: 12 -> 11
- ORCL: 13 -> 12
- TSLA: 14 -> 13
- TSM: 15 -> 14
- VRT: 16 -> 15

## state_changes
- FANG: WAIT -> DEGRADED

## newly_actionable
- none

## newly_invalidated
- none

## newly_degraded
- FANG