When will Tokyo Electron Ltd. Unsponsored ADR revive?

I won't sell, but I'm thinking of adjusting the overall balance for next year, so that the position of Japanese stocks remains below 25% of total assets.
After trying it for about 2 years, I feel that holding US ETFs for the medium to long term suits me, and (it grows in sectors that are easy to understand).
It was a waste to invest heavily in certain sectors in Japanese stocks this year, especially in semiconductors.
As it is a promising sector, I won't sell, but it might be better not to touch it too much from now on. (I'm using the NISA framework)
Next year, while working towards graduating from a distance learning university, I also want to study hard. I'll try my hand at buying and selling Japanese stocks as my first Japan IPO through NISA with auto contributions to Orkan (planning to sell immediately) and if there is room, I'll look for USA ETFs. (Also, since J-REIT ETFs are a good buy, I might increase my buy a bit)
I plan to be actively involved in investing in about 2 years, but while doing what I should, I want to keep acquiring knowledge little by little until then.
Probably, now is the best time to earn, so now is the time to increase the capital...

Cryptocurrencies are experiencing intense fluctuations, but the stock market doesn't seem to be moving much. Here is the Satellite's PF portfolio.
Sold XLF during rebalancing, added SPXL to avoid loss opportunities during the year-end rally. Although TLT has increased due to the decline in long-term interest rates, considering the risk of recession, I plan to refrain from selling. As QQQM has exceeded the 20% benchmark, I plan to cut a little.
The situation of sector ETFs is as follows.
I have taken profit on XLF, so the ranking has changed. There seems to be an impression that money is flowing out of the commodity ETF. It's difficult to determine whether to view this as a trend or a short-term adjustment. In the Core, we hold a gold ETF, but it has not been performing well recently. Following the milestone rule, I plan to place a limit sell order on XLC next week.
Next week's gaming plan
①CDNS, MU have trailing stop sell orders at 20% (ongoing)
I will continue to hold based on the strategy when buying.
② Rebalance
Sell QQQM and XLC
③ Buy more mining and defensive shares
Continuing to target dips in VALE from mining sector and ADM from food sector.
SPX...

What should I do for the exit of bitcoin? It's difficult to cash out easily due to the highest tax rate. Does anyone have any ideas? Will the laws change in the future?

I didn't expect the Japanese semiconductor to drop this much, so it's dropping.
From a candlestick perspective, it's about time for a correction, but it's tricky whether to buy more or not. I don't really want to average down like this, as I'm preparing to hold it long term as a sector, so I'm okay with the current situation considering the future...

No maintenance for moomooo is super stress-free!! ✨✨
Can think about lifelong investment while playing with the app 🥰✨

It was good to choose the second securities company here. The information is easy to grasp. It is helpful for beginners.