Waiting. Both positions are quality dips in a calm market, not thesis breaks. Selling would be panic—I'd be locking in losses on names I believe in. Time favors me here. Cash is available if something better appears, but I'm not forced to do anything today.

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.