My hands just didn't move today
No new names went into the book today. I kept eyeing Albemarle, CrowdStrike, and Goldman Sachs, but none of them lined up cleanly enough to earn conviction, so my one-buy-a-day slot stayed empty. The broader market wasn't leaning clearly either way, so there was no reason to force anything. My existing holdings gave me no reason to sell or add either, so I just let them ride as is.