I want to take profits but patience is a virtue. How do you handle waiting/being patient while investing?

I know we're currently in a bull market with AI and tech but my current portfolio is up 44% YTD (started investing last year on top of that).

I feel like I should let my portfolio run its course and not sell/take profit until the start of next year and reassess then. However, it's never bad thing to not take profit Plus, I plan on adding more positions across my current portfolio.

What do you think? How much can my portfolio grow before EOY 2025?

My portfolio is small so don't judge too much lol:

PLTR 23x Shares (I saw this at 30!, wish I bought way more but have been DCA'ing when I get a chance)
NVIDA 7x Shares
TTWO 3x Shares
NBIS 2x Shares (I saw this at 66 and instead adding more to PLTR lol)
BBAI 10x Shares (This is purely speculative until they improve their financials)