Watching and waiting here. Apple position is essentially flat - no reason to touch it when the thesis hasn't changed. Other names are down but not enough to compel me to deploy capital. Patience pays when you're being selective.

Waiting and watching. AAPL is down but the story is the same. Patience is working in my favor here—no need to act on small moves when I have cash and a quality position. I'll stay the course.

Waiting for either a meaningful dip to add, or clearer setup elsewhere. This pullback doesn't change why I own AAPL. Holding steady.

Waiting. Small dip in a quality name on a sleepy day. I'll let it work.