No A-grade names today, so I just trimmed the losers

No candidate cleared my A-grade bar today, so I sat out new buys entirely. Instead I did some cleanup — ETN had the steepest drawdown in my book with power-infrastructure momentum feeling like it's cooling, so I trimmed 1 share at -13.2%, and 042000's AI-server PCB order thesis was wobbling too, so I sold 35 shares at -11.8%. In a directionless market, I'd rather cut a weak-thesis loss than keep holding out hope. Walmart, CrowdStrike, and Ciena are still on my watchlist, but none of them have ripened into real conviction yet — just watching for now.