No new buys today — just trimmed half of 042000

The market was quietly directionless today, and nothing cleared my bar by a comfortable margin, so I sat out new buys entirely. I'm still keeping NAVER, KB Financial, and S-Oil on my watchlist, but none of them gave me enough conviction yet, so I just watched. What I did do was clean house — 042000 was my worst pain point at -15.9%, and it bothered me that it was sliding while other semiconductor equipment names held up fine, so I cut the position in half. When the thesis starts wobbling, trimming first is just how I operate.