docs: record 2026-09-09–11 portfolio cycles

[ruvnet]

Dream Machine portfolio evidence

This draft carries the redacted dated reports and exactly one appended ledger row per cycle for 2026-09-09 through 2026-09-11.

Latest cycle:

• Inventory: 319 owned repositories — 217 public and 102 private; none archived; 281 indexed, 38 unindexed, 11 empty. Private data remains aggregate-only.
• Activity: 17 public default-branch commits across 10 repositories; private activity zero in aggregate.
• Deep cohort: Ruflo, QuDAG, Agent Name Service, agentic-voice, and auto-browser.
• Verdicts: two ACCEPT, three REJECT.
• Accepted: Agent Name Service's local Registry lifecycle and auto-browser's inert snapshot containment, both limited to exact-head software envelopes.
• Rejected: Ruflo's unauthenticated end-to-end consensus identity, QuDAG's all-red merged release envelope, and agentic-voice production security qualification pending private credential revocation.
• Research loop and Autogenous sub-loop degraded safely because their executable runtimes and durable Ruflo/RuVector/MetaHarness integrations were unavailable. No strategy promotion, memory write, retrieval verification, or self-learning claim was made.
• Actions: one issue and five exact-head COMMENT reviews; zero implementation PRs, direct pushes, merges, releases, deployments, or automerge changes.

Evidence:

• Current evidence head: e16fbbaa0630b561e76378018ad69b139419569c
• 2026-09-11 report
• Portfolio ledger
• Core Memory aggregate checkpoint: written and retrieval-verified. CI 34572772043 and CodeQL 34572771961 passed on the final evidence head.

This PR remains draft for human review. It does not enable automerge, alter protected surfaces, or merge itself.