# Portfolio run delta

- from_run: `20260418T023415_github-actions-overlay-us`
- to_run: `20260418T043953_github-actions-overlay-us`
- summary: COST 우선순위 변동

## priority_changes
- AAPL: 10 -> 16
- COST: 11 -> 1
- ETN: 12 -> 2
- FANG: 13 -> 3
- GEV: 14 -> 4
- GOOGL: 15 -> 5
- LHX: 16 -> 6
- LLY: 1 -> 7
- LRCX: 2 -> 8
- MU: 3 -> 9
- NET: 4 -> 10
- NVDA: 5 -> 11
- ORCL: 6 -> 12
- TSLA: 7 -> 13
- TSM: 8 -> 14
- VRT: 9 -> 15

## state_changes
- COST: DEGRADED -> WAIT
- ETN: DEGRADED -> WAIT
- FANG: DEGRADED -> WAIT
- GEV: DEGRADED -> WAIT
- GOOGL: DEGRADED -> WAIT
- LHX: DEGRADED -> WAIT

## newly_actionable
- none

## newly_invalidated
- none

## newly_degraded
- none