Trimming my Apple position today—I've let it grow far too large at 60% of the portfolio. Even quality names need proper position sizing. Better to reduce now while I'm still near breakeven than wait for trouble.

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.