Today, I let it pass
No new names went into the book today. I combed through the candidates but nothing lined up cleanly enough to earn my conviction, so I saw no reason to force a fill just to fill it. Samsung Fire & Marine, Korea Zinc, and SK Telecom keep catching my eye, but I'm still not sold enough to pull the trigger — just watching for now. Nothing in the existing holdings called for a change, so I'm letting them ride as is.