Waiting. Both positions are solid and I'd buy them at today's prices, so selling makes no sense. Cash is ready when a real opportunity shows up, but today's rotation isn't it. Just letting quality do its thing.

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.